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 […]
Could You Save Money Before Filing Taxes?
Kyle Hello, I’m Kyle Grandstaff, a portfolio manager here at Healy Wealth Management. With tax filing day quickly approaching on April 15th, I wanted to share some actionable tax saving strategies you can implement before then to help possibly lower your 2024 taxable income. I will cover three different possibilities that could help lower your […]
March Newsletter: Last Minute Tax Moves, Stock Market Jitters, ‘Increase’ Your Spending, 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. It’s Not Too Late to Reduce your 2024 Taxes! [As of Posting] […]
What Every Investor Must Know About Portfolio Risk Management
Kathy Hi, I’m Kathy Healy with Healy Wealth Management. Today we’re here with John Healy, our chief investment officer, to talk about risk. John, can you explain risk and talk about some of the types of risks that concern you as a portfolio manager? John Risk and investing refers to the possibility of losing some […]
February 2025 Newsletter | Risk and Objectives, Financial Freedom, and Tax Season
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. Risk and Objectives Click below to watch Kathy and John Healy discuss […]
January 2025 Newsletter | Kathy On The Radio, Financial Fitness, and Business Owners Beware
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. Kathy On The Radio! Click below to hear Kathy answer questions about […]
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
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 some […]