money Archives - Yardley Wealth Management, LLC

Apr 02

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.7

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

Do You Need a Trust? What Are They? Feat. Liz Young, the Owner of CommonPlace…

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…

Nov 09

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…

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…

Aug 17

Two people at desk working on financial charts and graphs

Primer on Stocks

By Michael Garry Yardley Wealth Management Financial Advisors, Investments, Stocks

Primer on Stocks What are stocks? Stocks have been around for hundreds of years—the first…

Jul 20

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.

James and Pamela’s Big Dream

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

James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning &…

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…