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

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5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement!
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Is COVID-19 affecting your Retirement Planning? Here’s what you should do.
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The Importance of Talking with Your Kids about Finances When Times are Tough

5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement!

May 25 2021
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Michael J. Garry, CFP®, JD/MBA
Michael J. Garry, CFP®, JD/MBA

Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner and owner of Yardley Wealth Management in Yardley, PA. Michael is a NAPFA-registered Financial Advisor. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Michael recently published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner

Michael is a frequent expert contributor to financial publications, and has also been quoted in The Wall Street Journal, USA Today, Money Magazine, Kiplinger’s, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals;

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The post 5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement! appeared first on Yardley Wealth Management, LLC.

5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement!

By Michael J. Garry, Founder/CEO
Yardley Wealth Management 

Don’t Get Distracted

The 24-hour news cycle can be a bit insane these days, especially in 2020 when the pandemic dominated the news and murder hornets were on the way. Many crazy things happen from day-to-day, but bad financial mistakes can be made when we are preoccupied. Keep your mind on the things in life you have control …

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Oct 26 2020
Browse archives for October 26, 2020
Michael J. Garry, CFP®, JD/MBA
Michael J. Garry, CFP®, JD/MBA

Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner and owner of Yardley Wealth Management in Yardley, PA. Michael is a NAPFA-registered Financial Advisor. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Michael recently published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner

Michael is a frequent expert contributor to financial publications, and has also been quoted in The Wall Street Journal, USA Today, Money Magazine, Kiplinger’s, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals;

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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 …

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

Oct 07 2020
Browse archives for October 07, 2020
Michael J. Garry, CFP®, JD/MBA
Michael J. Garry, CFP®, JD/MBA

Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner and owner of Yardley Wealth Management in Yardley, PA. Michael is a NAPFA-registered Financial Advisor. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Michael recently published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner

Michael is a frequent expert contributor to financial publications, and has also been quoted in The Wall Street Journal, USA Today, Money Magazine, Kiplinger’s, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals;

All posts from Michael J. Garry, CFP®, JD/MBA
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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 …

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Aug 24 2020
Browse archives for August 24, 2020
Michael J. Garry, CFP®, JD/MBA
Michael J. Garry, CFP®, JD/MBA

Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner and owner of Yardley Wealth Management in Yardley, PA. Michael is a NAPFA-registered Financial Advisor. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Michael recently published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner

Michael is a frequent expert contributor to financial publications, and has also been quoted in The Wall Street Journal, USA Today, Money Magazine, Kiplinger’s, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals;

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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

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

Jul 31 2020
Browse archives for July 31, 2020
Michael J. Garry, CFP®, JD/MBA
Michael J. Garry, CFP®, JD/MBA

Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner and owner of Yardley Wealth Management in Yardley, PA. Michael is a NAPFA-registered Financial Advisor. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Michael recently published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner

Michael is a frequent expert contributor to financial publications, and has also been quoted in The Wall Street Journal, USA Today, Money Magazine, Kiplinger’s, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals;

All posts from Michael J. Garry, CFP®, JD/MBA
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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 …

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