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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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Tag: Certified Financial Planner

Why Planning Matters

Featured ~ Jamie ~ Leave a comment

Don't plan to fail by failing to plan.

But the Commercials Are So Good!

January 18, 2020January 20, 2020 ~ Jamie ~ Leave a comment

For a long time, insurance companies have misled consumers to believe they were receiving good advice. Those days are coming to an end.

Selecting a Financial Advisor

September 27, 2017December 9, 2017 ~ Jamie

Let's take a high-level look at the steps involved when selecting a financial advisor.

A Deeper Look at Why I Did This

June 27, 2017July 6, 2017 ~ Jamie

I really want to change the industry. I'm tired of some advisors saying they have a client's best interests in mind, then taking action that puts themselves first.

Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

Recent Posts

  • Why Planning Matters September 2, 2022
  • A Fee, or a Tax? April 13, 2022
  • Fear Marketers – Not the Market March 14, 2022
  • A Face for Radio July 14, 2020
  • Jamie-isms, If There Is Such A Thing May 22, 2020

Topics

  • Advanced Wealth (25)
  • Advice Gone Bad (2)
  • Basic Wealth (28)
  • Behavioral Finance (13)
  • Education Savings (1)
  • Estate Planning (3)
  • Fees & Expenses (8)
  • General (34)
  • Healthcare (2)
  • Insurance (4)
  • Investing (16)
  • Taxes (10)
  • Uncategorized (11)

Yes, I want Wealth Advice Made Simple!

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