Financial Advisors Archives - Yardley Wealth Management, LLC

Dec 10

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Maureen Donahue, CFP®, stands confidently at the entrance of Yardley Wealth Management, located in Yardley, Pennsylvania. She's wearing a black blazer with a red blouse, standing against a dark blue door with a white frame. Sporting glasses, her light brown hair frames her face, and she greets visitors with a big smile. As an esteemed employee of the firm, her expertise and dedication reflect the commitment to excellence upheld by Yardley Wealth Management. She is the author of Strategic Retirement Planning for Single Women

Strategic Retirement Planning Guide for Single Women: Expert Financial Advice

By Maureen Donahue Financial Advisors, Retirement Planning, Retirement Planning for Single Women

Author Maureen Donahue CFP® Financial Advisor Strategic Retirement Planning Guide for Single Women: Expert Financial…

Nov 26

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Parents holding a newborn, representing maternity leave. This image is for the blog titled Maximizing maternity leave benefits

Maximizing Maternity Leave Benefits: Financial Strategies for New Parents

By Maureen Donahue Financial Advisors, Financial Literacy, Financial Planning, Maximizing Maternity Leave

Maximizing Maternity Leave Benefits: Financial Strategies for New Parents Table of Contents Introduction Understanding Your…

Nov 19

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Not Just Numbers Podcast Episode 40 pet estate planning cover image featuring a cat and a dog with text 'Planning for every family member, paws included,' and a photo of special guest Michael Silverman, President and CEO of Silver Lining Insurance Agency.

Including Pets in Your Estate Plan for Peace of Mind

By Michael Garry Yardley Wealth Management Estate Planning, Financial Advisors, Financial Planning

Including Pets in Your Estate Plan for Peace of Mind As a pet owner, you've…

Sep 17

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Rethinking Dave Ramsey's financial advice with Special guest Charles Barrett.Promotional graphic for episode 25 of the "Not Just Numbers" podcast featuring hosts Madison Demora and Mike Garry. The graphic highlights the topic of financial perspectives on debt, credit, and personalized strategies, and features special guest Charles Barrett, Owner and Managing Creative Director of FZ Works & FZ Creative. The podcast is available on Apple Podcasts and Spotify. The design includes images of Madison, Mike, and Charles, with a microphone and headphones as part of the visual theme.

Rethinking Dave Ramsey’s Advice Feat. Charles Barrett from FZ Works & FZ Creative

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Literacy, Financial Planning, Not Just Numbers Podcast

Rethinking Dave Ramsey's Advice Feat. Charles Barrett from FZ Works & FZ Creative Introduction: In…

Aug 20

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Staying Disciplined During Market Volatility- A financial advisor and a client standing on a boat in a moderately stormy sea, with the advisor pointing toward distant lightning on the horizon, symbolizing staying disciplined during market volatility.

Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning, Investment Strategies, Market Volatility

Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility…

Jul 16

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Retired couple walking hand-in-hand on a sandy beach during sunset, symbolizing the freedom and joy of retirement, with gentle waves and a beautiful orange and pink sky in the background. Retirement Financial Planning

Navigating Retirement: Building a Financial Roadmap for a Fulfilling Future

By Michael Garry Yardley Wealth Management Estate Planning, Financial Advisors, Financial Management, Retirement Planning

Navigating Retirement: Building a Financial Roadmap for a Fulfilling Future Introduction: Ensuring Financial Security in…

Jun 18

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Single & Savvy: Fabulous Tips for Independent Women – A Guide to Strategic Retirement Planning

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning, Personal Finance, Retirement, Retirement Planning, Uncategorized

Single & Savvy: Fabulous Tips for Independent Women - A Guide to Strategic Retirement Planning…

Jun 11

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Freedom and Simplicity: The Benefits of Working with a Financial Advisor

By Michael Garry Yardley Wealth Management Estate Planning, Financial advisor, Financial Advisors, Retirement Planning, Risk Management and Insurance, Tax Planning

Freedom and Simplicity: The Benefits of Working with a Financial Advisor Introduction Navigating the complexities…

May 28

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Planning For Your Financial Future

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning, Writing Strategy

Planning for Your Financial Future Introduction Planning for your financial future is one of…

Apr 23

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.8

By Michael Garry Yardley Wealth Management Advanced Estate Planning, Estate Planning, Estate Taxes, Financial Advisors, Financial Planning

Advanced Estate Planning Techniques Introduction Madison: Hello everyone, and welcome to the 8th episode of…

Mar 05

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.5

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Management, Financial Planning, Not Just Numbers Podcast

Behind the Scenes of Investment Decisions Introduction Madison: Hello everyone, and welcome to the fifth…

Jan 23

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.4

By Michael Garry Yardley Wealth Management Financial advisor, Financial Advisors, Financial Planning, Not Just Numbers Podcast

Investing with Yardley Wealth Management and Finding Free Money Introduction Madison: Hello everyone, and welcome…

May 30

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Two people at desk working on financial charts and graphs

What’s a Fiduciary & Fee-Only Advisor?

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning

What's a Fiduciary & Fee-Only Advisor? A Guide for Financial Planning When it comes to…

May 16

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A green highway sign against a blue sky with fluffy white clouds. The sign reads, "Anything Is Possible, Next Exit," symbolizing optimism and limitless opportunities.

Spring Clean Your Finances

By Michael Garry Yardley Wealth Management Financial Advisors, Investments, Personal Finance

Spring Clean Your Finances Spring is a time of renewal, making it the perfect opportunity…

Jan 06

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A man placing a 'For Sale' sign in the front yard of a house with a brick exterior. He is dressed casually in jeans and a plaid shirt. The home has large windows, a white picket fence, and greenery in the yard, indicating a residential real estate sale.

How Can I Make a Down Payment on a New Home Before I Sell My Existing One?

By Michael Garry Yardley Wealth Management Economy, Financial Advisors

How Can I Make a Down Payment on a New Home Before I Sell My…

Dec 09

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A close-up image of neatly stacked gold coins next to a pen, placed on a financial document with graphs and charts, symbolizing investment, savings, and financial analysis.

Should I Invest Differently This Time?

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning, Investing

Should I Invest Differently This Time? We think that people should have a globally diversified…

Nov 25

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A business professional pointing at a laptop screen displaying a downward bar chart, while another person is holding a pen over a document with financial graphs and charts, symbolizing financial analysis or strategy discussions.

Taking RMDs This Year Doesn’t Mean You Have to Sell at a Loss.

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Management, Investing

Taking RMDs This Year Doesn’t Mean You Have to Sell at a Loss. A lot…

Aug 31

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Couple representing Justin-and-Cecilia, smiling sitting together on a couch in a cozy living room. The man is wearing a navy sweater, and the woman is wearing a pink cardigan over a white shirt. They are sitting close to each other, both looking relaxed and happy. The background shows a bookshelf and framed pictures, adding to the comfortable home setting.

Justin and Cecilia’s Uncertain Future

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning, Retirement

Justin and Cecilia’s Uncertain Future The situation: Justin and Cecilia are in their early…

Aug 17

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Primer on Stocks

By Michael Garry Yardley Wealth Management Financial Advisors, Investments, Stocks

Primer on Stocks What are stocks? Stocks have been around for hundreds of years—the first…

Jul 20

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An elderly couple sitting on a couch, looking concerned as they examine their financial situation. The woman is holding an empty pink piggy bank upside down, while the man gestures in confusion, with coins scattered on the table in front of them.

James and Pamela’s Big Dream

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Management, Retirement Planning

James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning &…

Jun 29

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An open notebook with a handwritten financial roadmap, outlining various aspects of a financial plan. Categories include cash flow management, investment goals, insurance, family and loved ones, estate planning, and tax planning. The central focus is a personalized financial plan, depicted with arrows connecting each component.

Roadmap For Financial Planning

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Management, Financial Planning

Roadmap for financial planning When I say that being a financial advisor is a lot…

Jun 08

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Illustration of a yield curve graph in the center of a table, surrounded by hands holding financial documents, charts, coffee cups, and stacks of money. The yield curve shows the relationship between yield and maturity, while the surrounding papers and items indicate a financial discussion or analysis. Coins, a calculator, and a smartphone are also present, symbolizing investment and financial planning.

What is the Yield Curve?

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Management, Investments

The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or…

May 18

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Close-up of a hand placing a coin on top of a stack of coins on a surface with hexagonal patterns. Multiple stacks of coins are arranged in different sections of the hexagonal grid, symbolizing investment, growth, or financial distribution across various areas.

Investing in Uncertain Times

By Michael Garry Yardley Wealth Management Financial Advisors, Inflation, Interest Rates, Uncategorized

Investing in Uncertain Times After taking a closer look at interest rates and inflation, we…

Apr 27

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Close-up of a person holding multiple receipts while standing in a grocery store aisle. The background shows blurred shelves stocked with various food products, indicating the person is reviewing purchases or comparing prices while shopping.

Interest Rates, Inflation, and Investment Strategy – Part 2: Understanding Inflation

By Michael Garry Yardley Wealth Management Financial Advisors, Inflation, Interest Rates, Investing

Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation Has rising inflation got you…

Feb 24

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A map of Eastern Europe showing Ukraine highlighted in yellow and Russia in red. Dice representing the United States, Russia, and Ukraine are placed on the map, symbolizing geopolitical strategies or decisions. The dice feature country-specific designs, including an American flag-themed die placed near Ukraine and dice with different colors representing Russia and Ukraine.

The Crisis at Hand

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning, Investing

The Crisis at Hand At a time when many investors have become antsy about the…

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