Financial Planning Archives - Yardley Wealth Management, LLC

Dec 17

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

Love0

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 19

Love0

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

Love0

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…

Nov 05

Love0

Should I Buy Stocks Because of Their High Dividend Yield? Featuring Guest Ben Madden

By Michael Garry Yardley Wealth Management Not Just Numbers Podcast, Stocks

Should I Buy Stocks Because of Their High Dividend Yield? Featuring Guest Ben Madden Table…

Oct 29

Love0

Family prepared for unexpected events with emergency fund, insurance papers, and essential supplies, illustrating preparedness for unexpected events amidst mild natural disaster elements.

Planning for Life’s Unexpected Events: Why Preparedness is Key

By Michael Garry Yardley Wealth Management Financial Security, Strategies for Preparedness

Planning for Life's Unexpected Events: Why Preparedness is Key Table of Contents Introduction Understanding the…

Oct 22

Love0

Not Just Numbers Podcast Episode 27 featuring financial advice and real estate tips with Madison, Mike, and Amy Patterson from RE/MAX®. The episode discusses conflicts of interest in financial advice and real estate decisions.

How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson

By Michael Garry Yardley Wealth Management Conflicts of Interest, Fee-Based Advisors, Fee-Only

How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson…

Sep 24

Love0

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

Love0

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…

Sep 10

Love0

Investing for Retirement Strategies- A happy and relaxed older Asian couple sitting together in beach chairs, holding hands, and facing the ocean on a bright, sunny day. They are smiling

Investing for Retirement: Strategies for Long-Term Success

By Michael Garry Yardley Wealth Management Investing, Retirement Planning

Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that…

Sep 03

Love0

Podcast promotional graphic for Episode 24 of the 'Not Just Numbers Podcast' featuring hosts Michael J. Garry and Madison DeMora. The episode highlights a discussion on entrepreneurship and business planning, with special guest Julia Gambell, salon owner of Salon J. Raine in Yardley, PA. Julia shares her experiences with client management, social media promotion, and her future aspirations. The graphic includes a photo of Julia sitting in her salon, as well as images of Michael and Madison seated behind microphones.

Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs

By Michael Garry Yardley Wealth Management Entrepreneurship, Not Just Numbers Podcast

Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs Starting…

Aug 27

Love0

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,…

Aug 20

Love0

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…

Aug 06

Love0

529 Plan Basics Feat. Heather Manley from Ninja Duds

By Michael Garry Yardley Wealth Management 529 Savings Plan, Financial advisor, Savings

529 Plan Basics Feat. Heather Manley from Ninja Duds Welcome to another episode of Not…

Jul 30

Love0

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 23

Love0

An older couple reviewing financial documents at a table with both traditional paper documents and modern digital devices. Background elements include a bar graph showing investment trends, a piggy bank, and a calendar highlighting retirement years. The setting is warm and comfortable, symbolizing hopeful and encouraging retirement planning for Baby Boomers.

The Baby Boomers’ Retirement Dilemma: Understanding Target Date Funds and Safe Alternatives

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

The Baby Boomers' Retirement Dilemma: Understanding Target Date Funds and Safe Alternatives Introduction In the…

Jul 16

Love0

Retired couple walking hand-in-hand on a sandy beach during sunset, symbolizing the freedom and joy of retirement, with gentle waves and a beautiful orange and pink sky in the background. Retirement Financial Planning

Navigating Retirement: Building a Financial Roadmap for a Fulfilling Future

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

Navigating Retirement: Building a Financial Roadmap for a Fulfilling Future Introduction: Ensuring Financial Security in…

Jul 09

Love0

Creative workspace setup featuring a podcasting station with microphones, a laptop displaying charts, headphones, and a cactus plant. The wall behind the desk is decorated with graphs and charts related to investing and tattoo removal, blending financial and health-related themes. The room has a modern, minimalistic feel with audio equipment positioned for recording or streaming purposes.

Even at 5% Keeping too Much in Cash Will Cost You

By Michael Garry Yardley Wealth Management Financial advisor, Investing, Investments

Even at 5% Keeping Too Much in Cash Will Cost You - Featuring Anthony Tozzi…

Jul 02

Love0

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

Love0

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

Love0

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 21

Love0

Image of Mike in Madison hosts of not just numbers podcast. They are standing in front of a magnifying glass that is enlarging the words investing for retirement in this episode they go through asset allocation

Navigating Retirement Investing and Publicity Success: Insights from a Financial Advisor and Smith Publicity CEO Ep. 10

By Michael Garry Yardley Wealth Management Asset Allocation for Retirees, Financial Management, Retirement Investing

Navigating Retirement Investing and Publicity Success: Insights from a Financial Advisor and Smith Publicity CEO…

Jan 09

Love0

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…

Jan 06

Love0

A man placing a 'For Sale' sign in the front yard of a house with a brick exterior. He is dressed casually in jeans and a plaid shirt. The home has large windows, a white picket fence, and greenery in the yard, indicating a residential real estate sale.

How Can I Make a Down Payment on a New Home Before I Sell My Existing One?

By Michael Garry Yardley Wealth Management Economy, Financial Advisors

How Can I Make a Down Payment on a New Home Before I Sell My…

Dec 23

Love0

The Stock Market is Not the Economy

By Michael Garry Yardley Wealth Management Economy, Stock Market

The Stock Market is Not the Economy. In a recent article in the Wall Street…

Financial Planning

Recent Posts