Article Debt Management Financial Guidance 
Yardley Wealth Management
SEPTEMBER 17, 2024
Mike Garry, CFP®: Financial advisor, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning. The episode begins with a discussion of an article from The Wall Street Journal titled “Dave Ramsey Tells Millions What to Do With Their Money. People Under 40 Say He’s Wrong.”
WiserAdvisor
AUGUST 3, 2023
If you are wondering if it is worth paying a financial advisor 1 percent, it is essential to first understand the benefits and services that a professional advisor can provide and see if it outweighs the costs. This article will explore whether their fee of 1% is worth it. What is a financial advisor’s 1 percent fee structure?
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Brown Advisory
MAY 4, 2020
All of these articles are designed to educate each chapter’s donor base, and to create context for engaging those donors in planned giving conversations. As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options.
Brown Advisory
SEPTEMBER 4, 2019
challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.
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