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Wealth Advice Made Simple

Clarity in a complex financial world

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Category: Uncategorized

Jamie-isms, If There Is Such A Thing

May 22, 2020May 22, 2020 ~ Jamie ~ Leave a comment

I find myself using a lot of the same analogies and statements to make my points. Let me share a few, hopefully you find them to be relatable.

Ladies and Gentlemen, This is Your Pilot Speaking

March 19, 2020March 19, 2020 ~ Jamie ~ Leave a comment

My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.

The Future Is Always The Same

March 14, 2020March 14, 2020 ~ Jamie ~ 1 Comment

The stock market has us scared again, but historical trends should help calm us. Here's a quick reminder why.

The SECURE Act: Simple Ideas for Your Planning

January 8, 2020 ~ Jamie ~ Leave a comment

Here are a few actionable ideas to use in light of the SECURE Act passage.

The Five-Point Financial Plan

June 21, 2018 ~ Jamie ~ 1 Comment

Here are 5 actionable ideas you can implement to help secure your financial future.

A Visual (and Simple) Guide to Credit

May 7, 2018 ~ Jamie ~ Leave a comment

Credit is a tool that can be used for good things, but it must be understood. Here is a simple visual education.

Easy Money – It’s that Simple

April 12, 2018April 12, 2018 ~ Jamie ~ 1 Comment

The days of having to accept low-interest bearing bank accounts are over. Here is some an easy money you should grab!

Roth IRA’s Made Simple(r)

February 26, 2018 ~ Jamie ~ Leave a comment

Roth IRA's continue to be one of the best tax structures for saving retirement money. I also believe they are one of the best assets to pass along to the next generation. Additionally, there are no Required Minimum Distributions (RMDs) due at age 70 1/2. However, getting them funded has been a challenge for many. … Continue reading Roth IRA’s Made Simple(r)

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Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

Recent Posts

  • A Face for Radio July 14, 2020
  • Jamie-isms, If There Is Such A Thing May 22, 2020
  • Best Practices for Your Stimulus Check April 15, 2020
  • Ladies and Gentlemen, This is Your Pilot Speaking March 19, 2020
  • The Future Is Always The Same March 14, 2020

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