Skip to content
Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

  • Home
  • About
  • Blog
  • Contact

Tag: Do-It-Yourself

Do I Need a Financial Planner?

July 6, 2017March 24, 2019 ~ Jamie

What are the 3 skills you need to be your own financial planner? Here they are...

Which Client are You?

June 27, 2017July 6, 2017 ~ Jamie ~ Leave a comment

I believe there are 3 types of people who walk into my office.

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!

Click here to be directed to IMPORTANT DISCLOSURE INFORMATION.

Website Powered by WordPress.com.
  • Follow Following
    • Wealth Advice Made Simple
    • Join 94 other followers
    • Already have a WordPress.com account? Log in now.
    • Wealth Advice Made Simple
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar