Legacy Planning Archives - Yardley Wealth Management, LLC

Nov 12

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…

Aug 27

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,…

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…

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…