Financial Management Archives - Yardley Wealth Management, LLC

Oct 15

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Group of confident kids standing on a red carpet in front of the Hollywood sign, with one child holding a piggy bank, symbolizing financial growth and future success. Money bills are scattered around, representing financial opportunities.

The Ultimate Guide to Custodial Roth IRAs: How to Make Your Kids Financial Superstars

By Michael Garry Yardley Wealth Management Custodial Roth IRAs, Financial Management

The Ultimate Guide to Custodial Roth IRAs: How to Make Your Kids Financial Superstars Let’s…

Sep 24

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Professional financial advisor discussing charts and documents with a client in a business setting, symbolizing trust and expertise in managing financial decisions.

The Importance of Delegating Financial Decisions to a Professional

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

The Importance of Delegating Financial Decisions to a Professional Introduction: Managing your finances effectively is…

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…

Jul 02

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Why Personal Relationships Matter in Financial Planning

By Michael Garry Yardley Wealth Management Financial Management, Financial Planning, financially literate

Why Personal Relationships Matter in Financial Planning Introduction When it comes to financial planning, the…

May 21

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Image of Mike in Madison hosts of not just numbers podcast. They are standing in front of a magnifying glass that is enlarging the words investing for retirement in this episode they go through asset allocation

Navigating Retirement Investing and Publicity Success: Insights from a Financial Advisor and Smith Publicity CEO Ep. 10

By Michael Garry Yardley Wealth Management Asset Allocation for Retirees, Financial Management, Retirement Investing

Navigating Retirement Investing and Publicity Success: Insights from a Financial Advisor and Smith Publicity CEO…

Apr 02

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.7

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

Do You Need a Trust? What Are They? Feat. Liz Young, the Owner of CommonPlace…

Mar 19

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.6

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

Introduction Understanding Basic Estate Planning Madison: Hello everyone, and welcome to the 6th 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 16

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.3

By Michael Garry Yardley Wealth Management Certified Financial Planner, Financial advisor, Financial Management, Not Just Numbers Podcast

Crypto and Unforeseen Risks Introduction Madison: Hello, everyone, and welcome to the third episode…

Jan 09

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.2

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

The 60/40 Portfolio Allocation in Perspective Introduction Madison: Hello, everyone, and welcome to the second…

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…

Oct 26

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Michael Garry in an Ironman 70.3 event, posing in front of the event backdrop. He is wearing a red 'American' shirt, a race bib number 1197, sunglasses, and a white cap. He is flexing one arm and holding a cap in the other, smiling proudly after completing the race.

We Are All Human

By Michael Garry Yardley Wealth Management Financial Management, Financial Planning, goal setting, successes

We Are All Human It’s easy for us to compare ourselves to other people…

Oct 12

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Image of a stressed frustrated middle aged lady suffering from headache massaging temples

Margaret’s Tragedy

By Michael Garry Yardley Wealth Management Financial advisor, Financial Management, Financial Planning, financially literate

Margaret’s Tragedy The situation: Margaret is a 50-year-old woman who hasn’t worked outside the…

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…

Jan 18

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A close-up of a person standing beside a wooden casket, holding white lilies. The person, dressed in black, gently places their hand on the casket, symbolizing a moment of mourning and remembrance.

Protecting What’s Yours (After You Pass)

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

Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of…

Jan 04

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A close-up shot of a document titled "Power of Attorney" with a pen and a pair of glasses resting on top of the paper, symbolizing legal documentation and authority

Protecting What’s Yours (While You’re Alive)

By Michael Garry Yardley Wealth Management Financial Management, Financial Power of Attorney, Healthcare Advance Directive

Protecting What’s Yours (While You’re Alive) Whether due to disability, dementia, or simply enjoying an…

Oct 13

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A group of business professionals working together, reviewing financial reports with charts and graphs. One person is holding a pen, pointing at the data, while a laptop and calculator are also visible on the table, indicating collaborative financial planning or analysis.

Is Inflation Haunting Your Dreams?

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

Is Inflation Haunting Your Dreams? Part 2: What We Can Do About It Our last piece…

Oct 06

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Is Inflation Haunting Your Dreams?

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

Sep 24

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5 Steps for Creating a Financial Plan

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

5 Steps for Creating a Financial Plan In a year of epic surprises, investors have…

Jul 31

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A family of four, including two parents and two children, are sitting together at a table counting coins. The young children are helping, and the family is smiling and engaged in the activity, symbolizing financial education and saving at an early age.

The Importance of Talking with Your Kids about Finances When Times are Tough

By Michael Garry Yardley Wealth Management Financial Management, Financial Planning

The Importance of Talking with Your Kids about Finances When Times are Tough FINANCIAL PLANNING,…

Jun 25

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Wooden blocks spelling the word "Bonds" placed in a row with a small stack of coins next to them on a neutral grey background, symbolizing financial investments in bonds.

Why We (Still) Use DFA Funds

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

Why We (Still) Use DFA Funds Recently, a journalist asked me why Yardley Wealth continues…

May 07

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Who is buying negative yielding bonds?

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

Click the image above to watch video Who is buying negative-yielding bonds? My name's Mike…

Apr 28

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When is Small-Cap Value Coming Back?

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

Click image above to watch video When is small-cap value coming back? Mike Garry and…

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