Category - Budgeting

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Spending a lot of Money on Sports for your Kids?
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Don’t lose everything…financial planning for the unexpected
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Why track expenses?
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Are Two Heads Always Better Than One?
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Do You Have Investing FOMO?

Spending a lot of Money on Sports for your Kids?

Jun 15 2019
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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 Spending a lot of Money on Sports for your Kids? appeared first on Yardley Wealth Management, LLC.

I read a very interesting article recently about spending for school and club sports for…

The post Spending a lot of Money on Sports for your Kids? appeared first on Yardley Wealth Management, LLC.

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Don’t lose everything…financial planning for the unexpected

Jun 11 2019
Browse archives for June 11, 2019
Danielle L. Schultz, CFP®, CDFA

Danielle L. Schultz, the principal financial planner of Haven Financial Solutions, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a NAPFA-registered Financial Advisor, and a Registered Investment Advisor in the State of Illinois. She studied financial planning at Northwestern University’s Certified Financial Planner™ certification program. She also holds a Series 65 license (Registered Investment Advisor Representative) and a CCPS (Certified College Planning Specialist).

She writes a regular column for Better Investing magazine and is currently working on a revision of their mutual funds handbook. In addition to academic training and professional experience, Ms. Schultz has personally managed Social Security, Medicare, retirement and long-term care issues; college funding concerns; and cash flow and transition planning in self-employment and divorce situations. Her social work background gives her an innovative perspective on financial planning issues; for her, financial planning is not only about money, but also a key component in a satisfying and well-lived life.

All posts from Danielle L. Schultz, CFP®, CDFA
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I love those articles that tell you everything you’re doing is wrong. Lifehacker had a decent one yesterday on how to wash your hair, swallow pills, do laundry, etc. One of the things you may be doing wrong is your will. You do have a will, right? If so, you’re the exception to about 75% […]

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Are Two Heads Always Better Than One?

Mar 08 2019
Browse archives for March 08, 2019
Michael Rivas All posts from Michael Rivas
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If you’ve ever had a roommate and/or been married, you know how hard it can be for two people to work together for what is (hopefully) a mutually beneficial goal. Whether it’s to save money on rent, or simply because you love and want to build a life with someone, we enter into these interpersonal […]

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Do You Have Investing FOMO?

Jan 13 2019
Browse archives for January 13, 2019
Michael Rivas All posts from Michael Rivas
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    You get it: you need to invest wisely in order to grow your wealth. You understand the importance of getting your money into the market, and you’ve been diligently contributing to retirement accounts and maybe even a brokerage account for years now. But you can’t help but wonder… are you investing in the […]

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