Financial Planning Archives - Yardley Wealth Management, LLC

Sep 24

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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

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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

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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

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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

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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,…

Aug 20

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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

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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

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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

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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

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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

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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

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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…

May 21

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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

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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

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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

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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…

Nov 25

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A business professional pointing at a laptop screen displaying a downward bar chart, while another person is holding a pen over a document with financial graphs and charts, symbolizing financial analysis or strategy discussions.

Taking RMDs This Year Doesn’t Mean You Have to Sell at a Loss.

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Management, Investing

Taking RMDs This Year Doesn’t Mean You Have to Sell at a Loss. A lot…

Nov 09

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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.

Financial Planning is About Trade-offs

By Michael Garry Yardley Wealth Management Financial advisor, Financial Planning, goal setting

Financial Planning is About Trade-offs Over your lifetime you will make thousands of decisions involving…

Sep 28

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Close-up of two people reviewing data on a tablet. One person is holding the tablet displaying business charts, including graphs and pie charts, while the other person is holding a cup of coffee. The tablet screen shows financial data, indicating a discussion or analysis of business performance.

Back to the Investment Basics

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

Back to the Investment Basics Part 2: First Save, Then Invest In our last…

Jun 29

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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…

Mar 01

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A notebook with 'tax planning' spelled out using Scrabble letter tiles, with a pair of glasses, a phone, and a coffee cup on a wooden table in the background.

Part 3: Tax-Wise Financial Planning

By Michael Garry Yardley Wealth Management Tax Planning, Tax Tools, Tax-Wise

Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of…

Feb 24

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A map of Eastern Europe showing Ukraine highlighted in yellow and Russia in red. Dice representing the United States, Russia, and Ukraine are placed on the map, symbolizing geopolitical strategies or decisions. The dice feature country-specific designs, including an American flag-themed die placed near Ukraine and dice with different colors representing Russia and Ukraine.

The Crisis at Hand

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning, Investing

The Crisis at Hand At a time when many investors have become antsy about the…

Oct 07

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An elderly couple sitting on a couch, looking concerned as they examine their financial situation. The woman is holding an empty pink piggy bank upside down, while the man gestures in confusion, with coins scattered on the table in front of them.

Is COVID-19 affecting your Retirement Planning? Here’s what you should do.

By Michael Garry Yardley Wealth Management Financial Planning, Retirement Planning, Risk

Is COVID-19 affecting your Retirement Planning? Here’s what you should do. Retirement Planning …

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