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: […]
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 […]
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 […]
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 […]