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 […]
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 […]
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 […]