fee only Financial advisor Archives - Yardley Wealth Management, LLC

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…

Jan 09

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…

Dec 05

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

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

What To Do If a Loved One Dies, And You've Never Handled The Money Introduction…

May 23

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…

May 16

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…