family finances Archives - Yardley Wealth Management, LLC

Nov 04

Why Talk About Money During the Holidays?

By Michael Garry Yardley Wealth Management Estate Planning, Financial Advisors, Financial Literacy, Financial Management, Talk About Money

Why Talk About Money During the Holidays? As you gather with family around the holidays,…

May 07

Financial advisor Mike Garry and podcast host Madison Demora sitting at a table discussing financial topics.

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.9

By Michael Garry Yardley Wealth Management Certificates of Deposit, Certified Financial Planner, Inverted Yield Curve

Certificates of Deposit (CDs): Low-Risk Investments in a Rising Interest Rate Environment In today's…

Mar 19

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…

Jan 16

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…

Oct 12

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…