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Wealth Advice Made Simple

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Tag: fee-only

Why Planning Matters

Featured ~ Jamie ~ Leave a comment

Don't plan to fail by failing to plan.

A Fee, or a Tax?

April 13, 2022 ~ Jamie ~ Leave a comment

No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.

Fear Marketers – Not the Market

March 14, 2022 ~ Jamie ~ Leave a comment

It's not the Market that is bad; often it's the Marketers who lead us astray.

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.

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.

The Wealth Management Commission (a.k.a. Fee)

August 22, 2019 ~ Jamie ~ Leave a comment

Advisors claim to be fiduciaries, but do their fee schedules match that claim?

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.

Why Fees Matter

August 24, 2017December 9, 2017 ~ Jamie ~ Leave a comment

There are few certainties in life, and probably even fewer when it comes to investing. One guarantee that I can make is this: what you don't spend, you get to keep. Fees matter. Especially when it comes to your money. Those fees come in many designs, from professional advisor fees, to trading fees, to product … Continue reading Why Fees Matter

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)

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