Yardley Wealth Management, LLC

10/10/2026

⚠️ Money is one of the most consistently cited sources of stress in America.

For caregivers, that weight often increases! 😮

Having a clearer picture of where things stand can help ease some of the uncertainty that makes financial stress feel heaviest in the first place.

There's no clean solution to money stress.

Most of it is caused by the unknown. The uncertainty.

World Mental Health Day recognizes just how deeply finances can impact our well-being (and vice versa).

If financial stress has been sitting in the background of your life this year, a conversation with a professional can go a long way, be it a mental health professional or a financial professional. Pursuing comfort, understanding, and compassion is a team sport.

10/09/2026

Breast Cancer Awareness Month is an opportunity to prioritize health.

Early detection through regular screenings is one of the most effective tools we have in the fight against breast cancer.

Here are a few small things we can do this October:

✅ Schedule your annual screening if you haven't yet

✅ Educate yourself and others on risk factors and preventative lifestyle habits

✅ Support research and organizations dedicated to advancing breast cancer prevention and care

Taking charge of your health today makes all the difference for tomorrow. 🎗️

10/08/2026

Some financial decisions give you time to prepare. Others show up before you expected them.

An earlier-than-planned retirement. A parent who suddenly needs help. An inheritance arriving during an emotional time. The sale of a business. An estate plan that eventually has to work without you there to explain it.

In this episode of Not Just Numbers, Mike and Madison discuss five major financial moments that may happen only once—and why some of the most important planning can begin years before the decision itself.

They cover retirement income and sequence-of-returns risk, preparing for the needs of aging parents, handling an inheritance thoughtfully, planning ahead for a business transition, and why estate planning involves more than signing documents.

🎧 Listen on Apple Podcasts: https://ed.gr/ehlqf

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/07/2026

🎨 Some of the art world's most extraordinary paintings are about to return to the public eye after nearly half a century.

On November 18, Sotheby's will auction 12 Impressionist and post-Impressionist artworks in New York. The collection, assembled by Argentine collectors Nelly Arrieta de Blaquier and Carlos Pedro Blaquier, is valued at approximately $450 million.

Among the highlights:
🌳 Vincent van Gogh's Chestnut Trees in Flower: Estimated at $180 million, the landscape was painted in 1890, shortly after the artist left a psychiatric asylum.

🖼️ Paul Cézanne's Arlequin: Estimated at $120 million, the portrait depicts the artist's son dressed as a harlequin.

🖌️ Works by Monet, Renoir, Degas, and Pissarro: The collection also includes Parisian cityscapes, a horse-racing scene, and a boating scene.
The collection has been largely unseen for about half a century, making this a rare look at works that have spent decades in private hands.
With Sotheby's anticipating international interest, the November auction could also set new records for the artists.

Which of these masterpieces catches your eye? ✨

A dozen Impressionist and post-Impressionist artworks valued at almost half a billion dollars are going up for auction.

10/06/2026

Most money moves can be adjusted. But some decisions come only once: retiring, caring for parents, an inheritance, selling a business, and estate planning.
The best time to prepare is before the moment arrives. If one of these is on your horizon, let’s talk. 📅💬

10/06/2026

Under current law, the first to die spouse can transfer all of their assets to their surviving spouse free of estate tax. Any assets transferred at the death of the second to die spouse in excess of the estate tax exemption would then be subject to estate tax.
a. True
b. False

10/05/2026

Cyber criminals pay extra attention to accounts tied to money.

A 2026 FBI study found that over 12,400 of those victims lost more than $100,000 each, and the average reported loss across elder fraud victims that year was $38,500. Here are a few habits to fine-tune your digital security this month:

🔐 Turn on multi-factor authentication everywhere it's offered. Yes, it’s annoying, but according to a 2026 CISA report, using it makes an account roughly 99 percent less likely to be broken into. It only takes a minute to set up.

🔐 Give every account its own password. Reusing one password means one leaked login unlocks everything else. A password manager handles this without requiring you to remember dozens of them.

🔐 When you go to the dentist, put a reminder on your calendar to also change your passwords. Changing passwords often makes your accounts just that much harder to reach.

🔐 Pause before clicking. Phishing remains the most commonly reported cybercrime in the country, more than any other category the FBI tracks.

🔐 Check statements regularly, and turn on account alerts. Catching something small and wrong early is a lot easier to unwind than catching something large and wrong months later.

🔐 Consider freezing your credit if you're not actively applying for new credit or loans. This takes 15 minutes, one time.

None of this requires becoming a security expert. Pick the one or two that you've been putting off, and do it this week.

10/02/2026

What's one financial decision you've made that helped you feel more prepared for your future?

For many of the people we work with, it's not a single investment or product; it's taking the time to create an overall strategy.

🗓️ October is Financial Planning Month—which is all about how the pieces of your financial picture fit together to help pursue your financial goals.

It's about putting together a comprehensive approach that manages your investments and retirement, provides for your loved ones—all while staying flexible enough to adjust as things change.

💡 If you've been meaning to update your strategy or to create one for the first time, it's never too late to start.

10/01/2026

Some financial decisions get a second chance. A handful don't.

▪️ When you actually retire. In EBRI's 2026 Retirement Confidence Survey, 46 percent of retirees left the workforce earlier than they expected.

▪️ Stepping into a parent's finances. A 2026 Care.com report found sandwich-generation caregiving duties typically begin around age 34.

▪️ Receiving an inheritance. Ohio State research found nearly one in five people who inherited $100,000 or more had spent or lost the entire amount within two years.

▪️ Selling a business. For a typical owner, roughly 80 percent of their net worth is tied up in the business itself, per the Exit Planning Institute.

▪️ Writing (or updating) a will. Only 24 percent of Americans currently have a will, down from 33 percent in 2022, according to Caring.com.

None of these moments announce themselves on schedule. The families who handle them well are usually the ones who started talking years before circumstances forced their hand.