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 […]
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] […]
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 […]
Is Investing in Chocolate A Sweet Deal or A Bitter Trap?
https://youtu.be/Q9gcLHxXClk Hi, I’m John Healy, chief investment officer of Healy Wealth Management. Today I’m back again with another video about investing. Clients often ask us about how we invest in individual stocks. But how do we make our decisions? And as we approach Halloween, I thought I’d share an example of how we make decisions […]
All About Hedging
https://youtu.be/FpRS3egnksk Kyle Grandstaff Hi. I’m Kyle Grandstaff, Portfolio Manager here at Healy wealth management, and today I’m joined by John Healy, our Chief Investment Officer. And today I wanted to spend a little bit of time to talk about a specialized approach that we have to our risk management, and that’s our use of a […]
When Is The Best Time To Take Social Security? | Newsletter August 2024
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. https://youtu.be/Yxtue8aLnL0 Curious about the best time to start Social Security? In this […]
When Is The Best Time To Take Social Security?
https://youtu.be/Yxtue8aLnL0 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 […]
Should You Consider Umbrella Insurance?
https://youtu.be/1o24xZazWgA 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 […]
Forbes Recognizes Kathy Healy As A Best-In-State Wealth Advisor For 2024
Forbes Recognizes Kathy Healy As A Best-In-State Wealth Advisor For 2024 Healy Wealth Management is excited to share that Kathy Healy has been recognized in this year’s list of Forbes Best-In-State Wealth Advisors 2024 for the state of Georgia. We are thrilled be recognized for the work that Kathy does to support clients and our […]
