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Is COVID-19 affecting your Retirement Planning? Here’s what you should do.

Yardley Wealth Management

The post Is COVID-19 affecting your Retirement Planning? Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans. Here’s what you should do.

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Should Pre-Retirees Take a New Look at #Retirement Income?

Yardley Wealth Management

The post Should Pre-Retirees Take a New Look at #Retirement Income? Should Pre-Retirees Take a New Look at #Retirement Income? I recently was interviewed for an article in a national publication on retirement income, given the current market and job losses. I thought my answers might provide you some food for thought.

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Is Financial Planning a Pandemic Necessity?

Yardley Wealth Management

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. I explained to him that we had used the scenario in which he would retire immediately because he had hoped to work until next year, but wasn’t sure he’d be able to.

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Rich vs. Wealthy: What’s the Difference?

Good Financial Cents

His family owned several fast-food restaurants and they had a huge house that was a lot nicer than mine. They each earned $250,000 per year, and they were only in their mid-thirties. While they earned half a million dollars per year, they only had $17,000 in total assets.

Investing 109
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Transcript: Brian Hamburger

The Big Picture

There’s not significant licensing, you know, that that takes place. Because I’ll ask them, I’ll say, “Hey, Barry, do you know John’s time horizon until he wants to retire?” HAMBURGER: And you can scale it down to a single user license. Now you buy a license. RITHOLTZ: No clue. RITHOLTZ: Meaning?