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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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Tag: financial advisor

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.

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.

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.

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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