Category - Retirement

1
Tips for A Fruitful Retirement
2
5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement!
3
How to Become Financially Fit in 2021
4
Gray Divorce Doesn’t Have to Be a Shadow Over Your Golden Years
5
Yes, You Can Practice Being Retired

Tips for A Fruitful Retirement

We like to offer different perspectives on money management, budgeting, and retirement planning so it is evident that there is more than one way to plan your spending and saving. However, if you want a truly personalized financial planning outlook, contact a Fee-Only financial planner.

In a NextAvenue.com article, Jim DeGaetano, author of The Fruitful Retirement: A Financial Framework for Your Life’s Greatest Chapter, offers a retirement planning system that involves food. DeGaetano asks readers to think of retirement in terms of a triangle that is divided into three parts: Needs, Wants, and Legacy. The Needs portion makes up the …

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

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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How to Become Financially Fit in 2021

by Christina Slavonik, CFP(R) Oh, yes!  It’s that time of year again! It’s time to list out resolutions or goals that we would like to accomplish this year.  There may be some “rollovers” from 2020!  One important resolution to add to your list is to be financially fit.  It’s not something that happens overnight, but […]… Read More

Gray Divorce Doesn’t Have to Be a Shadow Over Your Golden Years

Divorcing at any age is not easy, even when the split is amicable. For people who are nearing or already in retirement, there are special considerations for “Gray Divorce”. Or, if you want a term with more bling try “Silver Splitters” or “Diamond Divorcees”. 

But often bling or lack thereof is an issue for people who end marriages later in life. People who divorce later in life have fewer working years left to recover from the financial losses of divorce. These losses include the legal costs involved in getting the divorce and for many, the subsequent loss of …

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Yes, You Can Practice Being Retired

The practice of offering consumers the chance to take a vehicle they might buy on a test-drive has been in place for a long time. And a few years ago, realtors got into letting people “test-drive” homes by spending the night in them. And in “Test-Drive Your Retirement,” Kiplinger.com suggests that instead of just outlining your retirement goals on paper, you actually take those goals for a test-drive to see if the retirement life you are planning will really work for you.

Location, Location, Location: You would expect to be advised to try for an extended stay in …

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