Retirement 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…

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…

Jun 18

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Single & Savvy: Fabulous Tips for Independent Women – A Guide to Strategic Retirement Planning

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning, Personal Finance, Retirement, Retirement Planning, Uncategorized

Single & Savvy: Fabulous Tips for Independent Women - A Guide to Strategic Retirement Planning…

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 14

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Older couple sitting at coffee table, going over retirement information

Retirement Myths vs. Realities: The Truth Revealed

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

The Truth About Retirement: Myths vs. Realities Retirement is a milestone many of us look…

May 30

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Two people at desk working on financial charts and graphs

What’s a Fiduciary & Fee-Only Advisor?

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning

What's a Fiduciary & Fee-Only Advisor? A Guide for Financial Planning When it comes to…

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…

Aug 31

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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.

Justin and Cecilia’s Uncertain Future

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

Justin and Cecilia’s Uncertain Future The situation: Justin and Cecilia are in their early…

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 …

Sep 14

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A close-up image of a hand holding a pen, filling out a "Retirement Plan" form. The form includes sections for personal details, marital status, income, and exemptions. A calculator displaying the number "8980" is visible to the left, alongside an envelope and a stack of papers, symbolizing financial planning and retirement preparation.

What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle.

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

What is a SEP IRA? Understanding the benefits and details of a SEP IRA before…

Jul 10

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Is Financial Planning a Pandemic Necessity?

By Michael Garry Yardley Wealth Management Financial Planning, Retirement Planning

Is Financial Planning a Pandemic Necessity? By Michael Garry Yardley Wealth Management Financial Planning magazine just…

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