Estate planning Archives - Yardley Wealth Management, LLC

Nov 12

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…

Aug 27

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Mature couple reviewing financial documents at a table, symbolizing financial planning and charitable giving with a warm and inviting atmosphere. Tax Free IRA Transfers to Charity

Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy

By Michael Garry Yardley Wealth Management Charitable Gift Annuity, Charitable Remainder Trust, Estate Planning, Individual Retirement Account, Qualified Charitable Distributions

Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management,…

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 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 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…

May 23

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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.

Legacy Planning

By Michael Garry Yardley Wealth Management Financial advisor, Legacy planning

Legacy Planning for People in Their 50's and 60's: A Step-by-Step Guide As you near…

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…

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