Welcome to Healy Wealth Management
It is our hope that this site will further your awareness of how our business works and the services we provide.
All of us work hard to earn and save our money. But it’s unfortunate that many people don’t really understand the complexities of managing their wealth, often falling prey to their own lack of attention or worse, the poor service of their advisors. Other than your relationships and your health, your wealth is the most important part of your life. Most people are too busy to manage it by themselves. They need help. That’s where we come in. Please read on to discover more and don’t hesitate to let us know if you would like to talk further.
Whatever your goals, we can help you
Many financially successful people have a comprehensive plan and a team of advisors. Many have a quarterback who coordinates, implements and monitors the plan. While we employ a sound investment strategy, other factors such as taxes, estate planning and insurance are critical to preserving and growing your net worth.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding how a stock works is key to understanding your investments.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
There are four very good reasons to start investing. Do you know what they are?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?
Learn how to harness the power of compound interest for your investments.
The decision whether to buy or rent a home may have long-term implications.
The market is as unpredictable as the weather. We’d love to help you prepare.
Making the most of surprises is a great reason to work with us.