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 […]
Stop Comparing Your Finances To Others
Kathy Healy Hi, I’m Kathy Healy, managing partner of Healy Wealth Management. Today I’m here to help you stop feeling behind financially when everyone else seems ahead. Have you ever had that feeling like you missed the memo on how to build wealth, and now you’re scrambling to catch up? If you’ve had thoughts like […]
April Newsletter: Caught up in FOMO? Tariffs, China, and Apple; The Advantage of Perspective; 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. Stop Feeling Behind Financially Click below to watch Kathy Healy address FOMO […]
Make Filing Taxes Easy With These Beginner-Friendly Steps
Erick Hi everyone! Taxes can seem overwhelming, especially if this is your first time filing. But don’t worry. Understanding the basics is easier than you think. Whether you’re starting your first job, making money from a side hustle, or just trying to understand how taxes work, this video is for you. By the end, you’ll […]