What Is The 50/30/20 Rule?
What Is The 50/30/20 Rule? Kathy Healy Hi, I’m Kathy Healy with Healy Wealth Management. Today I’m here with Erick Murray of Healy Wealth Management, and we’re talking about what it takes to be an adult. Erick, let’s start with when you’re ready to move out on your own, what are some of the things […]
March Newsletter: New Graduates, Your Job & AI, Coke’s AI Flop, and More
Welcome to the latest edition of the Healy Wealth Management newsletter, your monthly guide to navigating the financial complexities of life. Let us know your thoughts. And if there’s something that could benefit a friend or family member, please send it their way. Don’t Ignore 2026 Changes To 401(k) Rules 2026 brings meaningful changes to […]
2026 401(k) Contribution Limits: Roth vs. Pretax and Catch-Up Rules
2026 401(k) Contribution Limits: Roth vs. Pretax and Catch-Up Rules Erick Murray If you’re contributing to a 401K or an employer sponsored plan, 2026 brings several new important updates that you should be aware of. Specifically, when it comes to contribution limits, roth versus pre tax decisions, and new catch up contribution rules. We’ll walk […]
February Newsletter: 401(k) Rule Changes, Nerds, Forbes, and More!
Welcome to the latest edition of the Healy Wealth Management newsletter, your monthly guide to navigating the financial complexities of life. Let us know your thoughts. And if there’s something that could benefit a friend or family member, please send it their way. Don’t Ignore 2026 Changes To 401(k) Rules 2026 brings meaningful changes to […]
January Newsletter: Family Financial Meetings, Passwords, 1099’s, This Time Isn’t Different, and More!
Welcome to the latest edition of the Healy Wealth Management newsletter, your monthly guide to navigating the financial complexities of life. Let us know your thoughts. And if there’s something that could benefit a friend or family member, please send it their way. Family Silence Isn’t Neutral Many successful families quietly wrestle with an important […]
How to Talk to Your Children About Money: A Guide to Family Estate Planning | Healy Wealth Management
How to Talk to Your Children About Money: A Guide to Family Estate Planning Table of Contents Estate planning is often treated like a math problem, but as John Healy (Chief Investment Officer) and Kathy Healy (CEO and Wealth Manager) of Healy Wealth Management explain, it is actually a communication challenge. The goal isn’t just […]
Christmas, Market Bubbles & Investor Psychology
Christmas, Market Bubbles, and Investor Psychology: Lessons for Atlanta Investors Table of Contents The holiday season is one of the most emotionally charged times of the year. Between family gatherings, celebrations, and gift shopping, stress and urgency tend to rise. For many families here in Atlanta and across Georgia, December is a time of reflection, […]
December Newsletter: Bubbles, Social Security at 62, Today’s Estate Executor, and More
Welcome to the latest edition of the Healy Wealth Management newsletter, your monthly guide to navigating the financial complexities of life. Let us know your thoughts. And if there’s something that could benefit a friend or family member, please send it their way. Is Labubu On Your Christmas List? It’s THE item this Christmas. Today’s scramble […]
Health Insurance In 2026 | Interview with Bill Neglia of Neglia Insurance Group
https://youtu.be/KbHCXkado8Q Kathy Healy:Hi, I’m Kathy Healy with Healy Wealth Management. Today I’m joined by Bill Neglia of Neglia Insurance Group to talk about the latest and greatest in health insurance. I’ve known Bill for over ten years, and he’s navigated all the changes in our health care system and continues to help clients sort through […]