Women and Retirement Planning: What Nobody Tells You
Women and Retirement Planning: What Nobody Tells You Kathy Healy So I’m here today, with some people from my team. Eric Murray, financial advisor by day and help as needed. Yana Lunger is my, Office manager. And my daughter Meg introduced herself. I’m glad that she’s here for- She’s my stylist. As women in finance, […]
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 […]
Should You Consider Umbrella Insurance?
Kathy Hi, I’m Kathy Healy, managing partner of Healy Wealth Management. Today I’m here to answer an important question. Do you need umbrella insurance? When we meet with clients, we always ask them if they have an umbrella policy. The need for you to protect your assets against bad things that might happen is very […]