Financial Planning Archives - Yardley Wealth Management, LLC

Jan 21

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Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning

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

Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice…

Dec 24

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Kick Off the New Year with a Solid Plan

By Michael Garry Yardley Wealth Management Financial Journey 2025, Financial Management, Financial Planning

Kick Off the New Year with a Solid Plan by Michael J. Garry Esquire, CFP®,…

Dec 17

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Yardley Wealth Management advisor celebrates financial goals 2025 with golden number balloons and branding

Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth

By Michael Garry Yardley Wealth Management Baby Boomers, Financial Planning, Investment Strategies, Personal Finance, Target Date Funds, Uncategorized

Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael…

Dec 03

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Confident African American businesswoman in her 40s or 50s wearing a tailored suit, holding a tablet, and standing in a modern, minimalist office with bookshelves and contemporary furniture in the background. She is choosing the best business structure for her financial goals

Choosing the Right Business Structure: A Financial Planner’s Guide

By Michael Garry Yardley Wealth Management Entrepreneurship, Financial Planning, Small Business Tips

Choosing the Right Business Structure: A Financial Planner’s Guide Table of Contents Introduction Understanding Business…

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…

Nov 12

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Financial planning tips for securing your legacy and ensuring your children’s future.

Securing Your Legacy: Financial Planning Tips for Your Children’s Future

By Michael Garry Yardley Wealth Management Budgeting, College Planning, Emergency Fun, Financial Literacy, Financial Planning

Securing Your Legacy: Financial Planning Tips for Your Children's Future Introduction As parents, one of…

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…

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 30

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Understanding the Key Differences Between Saving and Investing

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

Understanding the Key Differences Between Saving and Investing Introduction Saving and investing are two fundamental…

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…

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 04

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How Personal Perceptions Shape Our View of the Economy Podcast Ep. 13

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

How Personal Perceptions Shape Our View of the Economy | Ep. 13 Not Just Numbers…

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…

May 14

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Older couple sitting at coffee table, going over retirement information

Retirement Myths vs. Realities: The Truth Revealed

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

The Truth About Retirement: Myths vs. Realities Retirement is a milestone many of us look…

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…

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 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…

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…

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…

Jan 20

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A smiling woman holding a paint roller and tray while painting a wall a light peach color. She is dressed casually in a paint-stained t-shirt, standing next to a ladder with a paint bucket on it. The background shows part of the wall already painted, and she appears to be enjoying the DIY project.

What Should I Do to Sell My House?

By Michael Garry Yardley Wealth Management Financial Planning, goal setting, real estate

What Should I Do to Sell My House? If you're considering selling your house, unlike…

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…

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