December 2024 Newsletter | Happy Holidays, Gratitude, and Charitable Generosity
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. Happy Holidays Warmest wishes to you and your loved ones. May your […]
Why Women Need a Different Retirement Strategy in 2024
https://youtu.be/_3uNahZpyuk Hi, I’m Kathy Healy, managing partner of Healy Wealth Management. Today I’m here to talk about saving for retirement. There are always competing goals about how to use your money. The tension is between using your money to enjoy today or saving it to secure your future. Today I’m specifically going to talk about […]
November 2024 Newsletter | Women’s Retirement, Warren Buffet’s Apple Stake, and Roth Conversions
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. https://youtu.be/_3uNahZpyuk In this insightful video, we discuss the unique challenges women face […]
October 2024 Newsletter | Chocolate, Income Tax Rates, Texting, and Account View Maintenance
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. https://youtu.be/Q9gcLHxXClk In this video, we delve into the sweet side of Halloween […]
Is Investing in Chocolate A Sweet Deal or A Bitter Trap?
Hi, I’m John Healy, chief investment officer of Healy Wealth Management. Today I’m back again with another video about investing. Clients often ask us about how we invest in individual stocks. But how do we make our decisions? And as we approach Halloween, I thought I’d share an example of how we make decisions by […]
September 2024 Newsletter | Hedging, Rate Cuts, and Estate Planning
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. https://youtu.be/FpRS3egnksk Concerned about the markets? Watch for a full discussion between John […]
All About Hedging
https://youtu.be/FpRS3egnksk Kyle Grandstaff Hi. I’m Kyle Grandstaff, Portfolio Manager here at Healy wealth management, and today I’m joined by John Healy, our Chief Investment Officer. And today I wanted to spend a little bit of time to talk about a specialized approach that we have to our risk management, and that’s our use of a […]
When Is The Best Time To Take Social Security? | Newsletter August 2024
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. https://youtu.be/Yxtue8aLnL0 Curious about the best time to start Social Security? In this […]
When Is The Best Time To Take Social Security?
Kathy Healy Hi, I’m Kathy Healy, managing partner of Healy Wealth Management. Today, I’m here to answer an important question that I hear from clients a lot. When is the best time to start taking Social Security? Most of the time people mean, “What is the biggest monthly payment I can get out of Social […]