money management Archives - Yardley Wealth Management, LLC

Jul 09

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

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…

May 28

Planning For Your Financial Future -Happy couple sitting together at a table. The man, with white hair and a beard, is writing in a notebook while the woman, with red hair, hugs him from behind, smiling as she looks over his shoulder. The background shows a cozy home setting, including a kitchen with shelves and household items, creating a warm and intimate atmosphere.

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…

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…

Jan 06

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…

Oct 12

Image of a stressed frustrated middle aged lady suffering from headache massaging temples

Margaret’s Tragedy

By Michael Garry Yardley Wealth Management Financial advisor, Financial Management, Financial Planning, financially literate

Margaret’s Tragedy The situation: Margaret is a 50-year-old woman who hasn’t worked outside the…