Financial Education Archives - Yardley Wealth Management, LLC

Jul 02

Why Personal Relationships Matter in Financial Planning- Smiling couple sitting together in a cozy home setting. The man, with salt-and-pepper hair and a beard, is seated in front, while the woman stands behind him with her arms affectionately wrapped around his shoulders. Both are dressed casually and radiate warmth and happiness, creating a relaxed and intimate atmosphere.

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…

Mar 05

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…

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…

Feb 03

Should I Buy Stocks Because of Their High Dividend Yield? -A busy office environment featuring a man on the phone, analyzing stock market charts displayed on multiple computer monitors. The screens show various graphs, including rising and falling trends, while another person hands over a sheet with additional financial data. The scene suggests an active financial trading or investment setting, with multiple workers focused on market performance.

Should I Buy Stocks Because of Their High Dividend Yield?

By Michael Garry Yardley Wealth Management Financial advisor, Stock Market, Stocks

Should I Buy Stocks Because of Their High Dividend Yield? Many people follow stocks or…

Jun 29

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…

Oct 13

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

Is Inflation Haunting Your Dreams?

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

Part One Is Inflation Haunting Your Dreams? What We Know Michael J. Garry, Esquire, CFP©,…

Sep 24

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

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,…