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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
How long does a $20 bill last?
These food myths will really put a drain on your wallet.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.