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 […]
How to Talk to Your Children About Money: A Guide to Family Estate Planning | Healy Wealth Management
How to Talk to Your Children About Money: A Guide to Family Estate Planning Table of Contents Estate planning is often treated like a math problem, but as John Healy (Chief Investment Officer) and Kathy Healy (CEO and Wealth Manager) of Healy Wealth Management explain, it is actually a communication challenge. The goal isn’t just […]
Christmas, Market Bubbles & Investor Psychology
Christmas, Market Bubbles, and Investor Psychology: Lessons for Atlanta Investors Table of Contents The holiday season is one of the most emotionally charged times of the year. Between family gatherings, celebrations, and gift shopping, stress and urgency tend to rise. For many families here in Atlanta and across Georgia, December is a time of reflection, […]
Health Insurance In 2026 | Interview with Bill Neglia of Neglia Insurance Group
https://youtu.be/KbHCXkado8Q Kathy Healy:Hi, I’m Kathy Healy with Healy Wealth Management. Today I’m joined by Bill Neglia of Neglia Insurance Group to talk about the latest and greatest in health insurance. I’ve known Bill for over ten years, and he’s navigated all the changes in our health care system and continues to help clients sort through […]
Making Compound Interest Work For You
Erick Murray Today, we’re going to talk about one of the most powerful forces in personal finance—compound interest. So, what exactly is compound interest? It’s when you earn interest on your interest. Over time, this creates a snowball effect that can lead to exponential growth in your investments. Let’s think about the snowball effect. Suppose […]
October Newsletter: Compound Interest, Federal Shutdown, AI & GDP, 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. Start. Grow. Thrive. Discover how one simple habit can turn modest savings […]
How Does The Lottery Work?
John Healy Hi, I’m John Healy, chief investment officer of Healy Wealth Management, and today I want to talk about the lottery. Recently we had a big jackpot here on Powerball in Georgia, $1.8 billion was split between two winners. One of them was in Missouri and one of them was in Texas. That’s right. […]
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 […]
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: […]