Yardley Wealth Management

SEPTEMBER 14, 2020

I had the opportunity to share my thoughts on SEP IRAs with Rachel Hartman of US News & World Reports for her fine article titled, “What is a SEP IRA?” She lists much of the basics in her article, including Contribution Limits, Tax Benefits, as well as how to open a SEP IRA and the deadlines for “S” Corps (9/15) and “C” Corps (10/15).

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Retirement Retirement Planning Wealth Management Estate Planning 52

Yardley Wealth Management

OCTOBER 26, 2020

I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County).

Wealth Management 52

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International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. What Does a Financial Advisor Do? CFP ( Certified Financial Planner ).

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Financial Advisor Certified Financial Planner Certification Fee Only 52

Yardley Wealth Management

JULY 31, 2020

In her article, 10 Reasons Why Talking To Kids About Money Is More Important Than Ever , Olya details why we need to have honest conversations with our kids about money. . We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County).

Wealth Management 52

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Yardley Wealth Management

JULY 10, 2020

Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. I thought my answers from the article mentioned above might provide some food for thought: I had a client for whom we did a financial plan in February.

Financial Planning 40

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Yardley Wealth Management

JUNE 25, 2020

Only professional financial advisors can access DFA, whereas anyone can access Vanguard’s funds. As a result of the interview, I was quoted in this article, The Quarter of Reckoning at Dimensional Fund Advisors (RIA Intel, May 20, 2020). We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey.

Wealth Management 52

Wealth Management Estate Planning Portfolio Clients 52

Yardley Wealth Management

AUGUST 24, 2020

In his article, 7 of the Best 401(k) Funds for Millennials , Whittaker details seven of the best 401(k) funds for millennials saving for retirement. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County).

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