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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Tax preparation may be the perfect time to give the household budget a check-up.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Why are 401(k) plans, annuities, and IRAs so popular?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The market is as unpredictable as the weather. We’d love to help you prepare.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.