Skip to content
Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

  • Home
  • About
  • Blog
  • Contact

Tag: Taxes

Why Planning Matters

Featured ~ Jamie ~ Leave a comment

Don't plan to fail by failing to plan.

Planned Giving Strategy Update

April 2, 2018April 2, 2018 ~ Jamie ~ Leave a comment

(Does not apply to your 2017 tax return) Recent tax reform has given us a reason to examine our charitable gifting strategies. Because this involves taxes, it may not seem as if this advice is "simple" but I assure you, it is worth understanding. Whether we give our time, our money, or our goods away, the … Continue reading Planned Giving Strategy Update

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)

Prepay My Mortgage?

September 8, 2017December 9, 2017 ~ Jamie ~ Leave a comment

Should I prepay my mortgage? The WealthAdviceMadeSimple answer would offer the following guidelines.

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 93 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