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  • Home
    • Disclosure
  • About Us
    • Blog
    • Our Videos
    • In The Press
    • E-Newsletter Sign Up
  • Our Team
    • Michael J. Garry, CFP®, JD/MBA
    • Karen Lynch
    • Jan DeProspero
    • Brendan Keeney
  • Our Services
  • Our Book
  • Login
  • Contact Us
  • Resources
    • How Much Income do you Need in Retirement?
    • How Much To Save For Retirement
    • Fee-Only Advisors in the U.S.
    • NAPFA Blog
    • Additional Resources

January 4, 2018
0

Tax Change Highlights For 2018-2025

By Michael Garry | Estate Taxes, Income Taxes

I thought I’d take this snow day as an opportunity to list some of the…

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July 3, 2017
0

How the Financial Planning Process Creates Change

By Michael Garry Yardley Wealth Management | Financial Planning

How the Financial Planning Process Creates Change Our blog exchange continues and this month we…

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June 29, 2017
3

Some People Call Me the Space Cowboy

By Michael Garry Yardley Wealth Management | Financial Management, Investing, Predicting the Markets

Some People Call Me the Space Cowboy   No they don’t. Not one person does….

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June 16, 2017
1

Rightsizing

By Michael Garry Yardley Wealth Management | Financial Planning

Rightsizing   This month’s blog post comes from Warren A Ward, CFP® of Warren Ward…

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June 16, 2017
0

YWM Blog Post Update

By Michael Garry Yardley Wealth Management | Investing

We received an email from Schwab this morning saying that it sent out a letter…

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June 14, 2017
0

Blog Post Update

By Michael Garry Yardley Wealth Management | Financial Planning

Just a quick note – we’ve just been booked again on the show “Your Money,”…

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May 1, 2017
1

How to Understand the Gift Tax

By Michael Garry Yardley Wealth Management | Estate Planning, Estate Taxes

As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes…

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April 3, 2017
0

A Hippocratic Approach to Helping with College

By Michael Garry Yardley Wealth Management | College Planning

Our blog post today is from Ann Garcia, CFP®, of Independent Progressive Advisors, aka The…

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December 2, 2016
0

529 College Saving Plans

By Michael Garry Yardley Wealth Management | College Planning, Financial Planning

This month we have a guest blog post from Dave Fernandez, CFP® who is a…

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October 31, 2016
0

Stock Market Paths, Pull Backs, Poor Memory, and what’s Normal?

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

This month’s Blog post comes to us from Stephen Reh, an adviser in Southern California…

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October 7, 2016
1

Fears That Keep you From Becoming Rich

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning, Risk
I’d like to thank Phillip Christenson, CFA for today’s post about the fears that keep you from becoming rich. Phillip is a Chartered Financial Analyst (CFA) and financial advisor in...
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September 29, 2016
0

Redefining investment returns correctly

By Michael Garry Yardley Wealth Management | Financial Planning, Investing
This month’s blog post comes from a long time friend and colleague of mine, Greg Phelps of Redrock Wealth Management in Las Vegas, Nevada. I hope you enjoy it. Redefining...
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July 6, 2016
0

Survivorship Bias

By Michael Garry Yardley Wealth Management | Uncategorized
This month we have a guest blog post from Dave Fernandez, CFP® who is a native of Arizona and has over 20+ years of experience.  He started his financial services...
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June 7, 2016
1

The Essential Elements For Successful Family Wealth Transfers

By Michael Garry Yardley Wealth Management | Estate Planning, Estate Taxes
The idea of sitting down with your family and discussing a plan for the future – in terms of wealth inheritance and transfers – may seem daunting to some but...
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May 31, 2016
0

New Department of Labor Fiduciary Rule

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning
I’d like to thank Greg Johnston, CFA®, CFP®, CPWA®, QPFC, AIF®  for today’s guest blog post on the Department of Labor's new fiduciary rules. Greg has over 25 year's experience in...
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April 26, 2016
0

The S&P 500 is Not an Investment Strategy #Investments #WealthManagement

By Michael Garry Yardley Wealth Management | Investing, Predicting the Markets
While I always caution not to get too wrapped up into short-term results, the rebound from the depths of February has been nice. So now when the kooks come out...
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April 18, 2016
0

Prepare your marriage for retirement

By Michael Garry Yardley Wealth Management | Estate Planning, Financial Planning, Investing, Risk
Retirement can spark both stress and disagreement in an otherwise contended marriage. After years of happy, healthy wedded bliss, sometimes one or both spouses are surprised to find themselves unhappy...
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February 9, 2016
0

Should I Keep my Globally Diversified Portfolio?

By Michael Garry Yardley Wealth Management | Financial Planning, Investing, Predicting the Markets, Risk
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January 26, 2016
0

Financial Literacy Starts with Budgeting

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning, Investing
Financial literacy doesn’t happen overnight. Just as a child learns to become literate through reading and writing, people become more financially literate in a gradual way, starting with the basics...
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January 19, 2016
0

2016: Ten Predictions to Count On

By Michael Garry Yardley Wealth Management | Financial Planning, Investing, Predicting the Markets, Risk
The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes...
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January 12, 2016
0

What does your risk profile really say about you?

By Michael Garry Yardley Wealth Management | Financial Planning, Investing, Predicting the Markets, Risk
Imagine a day when one of your stock investments falls 35 percent in a matter of minutes. If you think that’s unlikely or impossible, just consider what happened on August...
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September 1, 2015
0

Ask an Elder Law Attorney

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

The following was written by Joellen Meckley, Esq., for our law firm, Yardley Estate Planning. For those…

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July 28, 2015
0

Keep Your Investments Simple

By Michael Garry Yardley Wealth Management | Financial Planning, Investing, Mutual Funds, Predicting the Markets, Risk

Michael talks about keeping your investments simple, a strategy we use here at Yardley Wealth…

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July 7, 2015
0

The Types of Bond Funds We Buy

By Michael Garry Yardley Wealth Management | Financial Planning, Investing, Mutual Funds, Risk

Michael talks about the Types of Bond Funds we buy here at Yardley Wealth Management….

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June 30, 2015
0

Why We Use Bond Funds

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning, Investing, Mutual Funds, Risk

Michael talks about the reasons why we invest in Bond Funds at Yardley Wealth Management.

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