Author - Michael J. Garry, CFP®, JD/MBA

1
2
Is COVID-19 affecting your Retirement Planning? Here’s what you should do.
3
4
The Importance of Talking with Your Kids about Finances When Times are Tough
5

Social Security Retirement Planning      

Worried about your future Social Security benefits? Fleshing out current concerns and common myths.

By Michael Garry Yardley Wealth Management October 26, 2020

Social Security is one of the most popular government programs of all time, and it’s one that enjoys wide support across the population. Around 65 million Americans will receive more than $1 trillion in benefits during 2020, according to the Social Security Administration (SSA). Yet understanding exactly how this program works, as well as the best time to start taking benefits, isn’t always easy. Rumor and miscommunication around this program result in confusion

Read More

Is COVID-19 affecting your Retirement Planning? Here’s what you should do.

The post Is COVID-19 affecting your Retirement Planning? Here’s what you should do. appeared first on Yardley Wealth Management, LLC.

Is COVID-19 affecting your Retirement Planning? Here’s what you should do.

Retirement Planning      Financial Planning     Risk

https://money.usnews.com/money/retirement/iras/articles/retirement-planning-mistakes-to-avoid-during-coronavirus

This year has been a real eye-opener for many pre-retirees and retirees. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans. The warnings are typically based on a combination of data and anecdotes and often didn’t hit home or inspire urgency. But the COVID-19 pandemic compressed many events into a short period

Read More

The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now

FINANCIAL PLANNING, INVESTMENTS

There’s an old saying that time is money. For millennials saving for retirement, time is on their side when it comes to making money with long-term investments in the stock market. Born in the early 80s through the mid-90s, this generation can weather market volatility better than investors closer to retirement. Millennials, categorized as those aged 18-37 years of age, can even be well-served by market downturns because dips offer buying opportunities. For millennials considering stock market investing, it’s important to also

Read More

The Importance of Talking with Your Kids about Finances When Times are Tough

The post The Importance of Talking with Your Kids about Finances When

The recent news on job loss is staggering. Unemployment rose higher in three months of COVID-19 than it did in two years of the Great Recession. According to the Pew Research Center, the unemployment rate is higher than officially recorded, more so for women and certain other groups. If you think those kinds of headlines are frightening for you to read as an adult, imagine the impact that your financial insecurity has on your children. I feel strongly that parents need to be honest and straightforward with

Read More

 
 
 

Is Financial Planning a Pandemic Necessity?

By Michael Garry Yardley Wealth Management 

Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. I was honored to be interviewed by the reporter and included with the other tech-savvy advisors who weighed in. The journalist and I discussed the tools that Yardley Wealth Management uses to help put together a financial plan for our clients. The reporter shared that their survey results showed that many advisors were cutting back on financial planning software, perhaps as

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login