June Newsletter: SpaceX, Family Vacations, Intrinsic Value, 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. SpaceX The Question Everyone Is Skipping On June 12, SpaceX went public […]
May Newsletter: Retirement Rocket, IRMAA, Money Psychology, 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. Your Retirement Rocket A rocket launch is a helpful illustration of how […]
Women and Retirement Planning: What Nobody Tells You
Women and Retirement Planning: What Nobody Tells You Kathy Healy So I’m here today, with some people from my team. Eric Murray, financial advisor by day and help as needed. Yana Lunger is my, Office manager. And my daughter Meg introduced herself. I’m glad that she’s here for- She’s my stylist. As women in finance, […]
April Newsletter: Women & Money, War Costs, Hedging, 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. Women & Money – The Troubling Facts Women outlive men, earn less, […]
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 […]