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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.

Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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