Securing Your Digital Finances
Erick Murray Today, I want to talk about a topic that doesn’t always come up in financial planning conversations, but it is absolutely essential. That being cyber security. We talk a lot about protecting your money, but protecting your personal data and your online accounts is going to be just as critical for you. In […]
August Newsletter: Cyber Security, The New Tax Law, A Stock Pick, Tariff Update, 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. Should You Click Below? Below is a video link on cyber security from Erick […]
July Newsletter: Nursing Homes, Money, Happiness, Power, 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. Nursing Homes Click below to watch John Healy, Chief Investment Officer discuss how: […]
Is Assisted Living Right For You?
John Healy Hi, I’m John Healy, chief investment officer of Healy Wealth Management. Today I want to talk about an important decision several of our clients are facing. Whether to buy into a continuing care retirement community. These communities promise lifetime housing and care, but they require a substantial upfront investment, often several hundred thousand […]
Can a Magic 8 Ball Predict Your Money Moves?
Kathy Healy Hi, I’m Kathy Healy with Healy Wealth Management. We’re about halfway through the year, and at this point, we’re fielding plenty of smart questions from our clients. And while we normally rely on thoughtful analysis, strategic planning, and decades of experience, today we decided to consult an old school advisor. Since the 1950s, […]
June Newsletter: Magic 8 Ball, War, Immigration, 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 Advisor vs. Artificial Intelligence Click below to watch Kathy Healy use a […]
Are Index Funds Really A Good Idea?
John Healy Hi, I’m John Healy, chief investment officer of Healy Wealth Management. Today, I want to talk about something that many professional investors and financial advisors don’t often address head on. And that’s the subject of indexing. They don’t address it necessarily because it’s a taboo topic, but I think it’s rarely addressed because […]
May Newsletter: New Team Members, Does Indexing Make Sense?, The Legacy of Jack Bogle, And Kathy Healy Recognized In Forbes
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. Welcome New Team Members! We are very pleased to welcome Yana Lunger […]
Forbes Recognizes Kathy Healy As A Best-In-State Wealth Advisor For 2025
Forbes Recognizes Kathy Healy As A Best-In-State Wealth Advisor For 2025 Healy Wealth Management is excited to share that Kathy Healy has been recognized in this year’s list of Forbes Best-In-State Wealth Advisors 2025 for the state of Georgia as well as Forbes Top Women Wealth Advisors Best-In-State 2025. We are thrilled be recognized for […]