Yardley Wealth Management

SEPTEMBER 24, 2021

Founder and CEO Michael Garry is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). Garry formed a law firm, Yardley Estate Planning, LLC, to work in conjunction with his wealth management firm and provide estate planning services to Pennsylvania and New Jersey residents.

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International College of Financial Planning

DECEMBER 4, 2023

Educational and Certification Pathways The path to becoming a financial advisor typically starts with a solid educational background in finance, business administration, or economics. Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors.

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Walkner Condon Financial Advisors

APRIL 21, 2023

What is a Certified Financial Planner (CFP) ? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). It is one of the most recognized and respected financial planning certifications in the industry.

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Harness Wealth

JUNE 30, 2023

In this article, we’ll dive into the many tax and financial considerations of buying and selling real estate, how real estate fits into estate planning, and the role that a wealth manager or financial planner can play in guiding your decision-making. and Financial Planning for Estate Planning.

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Clever Girl Finance

MARCH 19, 2024

It’s simply a structured approach to reach your financial goals. It details your current money situation and financial system, including investing, saving, retirement, and estate planning. So, what is a financial plan, in simple terms?

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Harness Wealth

JUNE 9, 2023

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?

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Sara Grillo

JULY 8, 2022

Others that require a more detailed response will either get forwarded to a teammate (financial planner or portfolio manager) who can research the answer, or scheduled to my calendar later in the day when I can focus on a response or call the client directly. Most emails only require a quick reply, which I’ll take care of right away.

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Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Between $1,000 and $3,000 A comprehensive financial plan could cost $2,000. Between $6,000 and $10,000 per year An annual relationship with a financial planner could cost $8,000.

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Robert B. Ritter Jr.

JANUARY 31, 2022

estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.

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Midstream Marketing

DECEMBER 10, 2024

You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Regular Updates and Check-ins With Clients In financial planning, talking with clients is very important. Communicating often helps to build trust with your financial planner.

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Nerd's Eye View

OCTOBER 25, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli Associates and Osaic found that at a time when consumers are increasingly seeking comprehensive planning relationships with their financial advisors, many advisors appear to be overestimating the comprehensiveness (..)

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Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

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Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

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eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

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Park Place Financial

MARCH 16, 2022

FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Given the complex nature of their portfolios, HNWIs require assistance from experienced financial planners who understand their unique situations and needs.

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Carson Wealth

NOVEMBER 28, 2022

Estate planning touches two critical aspects of our lives: It can direct the distribution of property while providing a structure of guardianship and care for ourselves as well as those we love and care for. But many people feel like estate planning happens when you’re older, and that’s a misconception.

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eMoney Advisor

NOVEMBER 10, 2022

What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. With 63 percent of Americans making $80,000-plus a year saying they “just haven’t gotten around” to estate planning, there’s plenty of room for improvement in that department.

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Clever Girl Finance

AUGUST 15, 2022

Instead, you can leverage the same steps that financial advisors and Certified Financial Planners (CFPs) use to create financial plans for their clients. Before we discuss creating your own strategic financial planning process, you’ll need to know what a financial plan actually is.

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Carson Wealth

NOVEMBER 5, 2022

Estate Planning isn’t fun to think about. But estate planning is so much more than terminal actions – it helps set a stage for a rich life while protecting against unnecessary taxes and family feuds. . Who needs estate planning? Estate Planning in Your 20s . Craig Lemoine, Ph.D.,

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Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES Family Estate Planning: The 6 Essentials Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. According to one survey, 67% of Americans have no estate plan, which may reflect an aversion to thinking about dying or getting gravely ill. The 5 Most Common Estate Planning Myths.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones.

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Carson Wealth

DECEMBER 20, 2022

When you work with a qualified financial advisor, you can begin to lay the groundwork to protect yourself from more common, sudden transitions. Having proper estate planning documents can help ensure your assets pass where, when, and how you want them to. Include retirement plan statements you may have with old employers.

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Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

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Carson Wealth

AUGUST 3, 2023

This may be a good time to talk to a financial planner so there’s no misunderstanding about how routine expenses will be divided. This is another time when it’s wise to seek advice from a planner who can help you sort through the options to determine what’s best for your situation.

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Carson Wealth

SEPTEMBER 19, 2022

Skilled financial advisors have spent years developing technical and emotional knowledge to guide their clients through the process. Credit planning. Retirement planning. Estate planning. Financial planning professionals help build teams to help you prepare and navigate changes through your life.

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Park Place Financial

APRIL 26, 2022

For many people, making sure their loved ones will be financially secure after they’re gone is a primary objective and a trust fund can help achieve this goal. Trust funds are common estate planning tools that help high-net-worth individuals pass an inheritance to their children and grandchildren. Charitable trusts.

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WiserAdvisor

MAY 11, 2023

Create a will A will is a legal document documenting how a person’s assets will be distributed after their demise. Trusts are most commonly used to pass on an estate to children, in which case a revocable trust is ideal. You can create an effective, personalized plan aligning with your goals with expert guidance.

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