Fee Only Financial Planning License 
Yardley Wealth Management
JULY 10, 2020
The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. By Michael Garry Yardley Wealth Management .
Your Richest Life
OCTOBER 1, 2022
And remember, you likely won’t have time to gather these before a storm, so try to keep them together somewhere safe and easy to find: Driver’s licenses and Social Security cards. Estate planning documents. Here are some documents to have ready to go if you need to evacuate or run to a storm shelter. Birth certificates. Food Storage.
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Sara Grillo
MAY 10, 2024
I’m a CPA and financial advisor, and my best AUM client just hired someone else to do their tax return. My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama. I am licensed to serve clients in Missouri, Indiana, and Texas.
International College of Financial Planning
SEPTEMBER 3, 2021
Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!
Yardley Wealth Management
SEPTEMBER 14, 2020
Check with us for more info on how a SEP-IRA could fit into your overall financial plan. Please contact us if you’d like to discuss your financial plan. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County).
Yardley Wealth Management
JULY 31, 2020
FINANCIAL PLANNING, FINANCIAL MANAGEMENT. Please contact us if you’d like to discuss your financial plan. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County). The recent news on job loss is staggering.
Yardley Wealth Management
JULY 7, 2020
In the podcast, I discuss how I am keeping in touch and building rapport with clients as we move through the COVID-19 pandemic, how I keep my mindset strong as we continue to “walk through the wind”, and why I decided to take on the IRONMAN challenge (Bonus: how the financial planning process is similar to participating in an Ironman event).
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