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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
As our nation ages, many Americans are turning their attention to caring for aging parents.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There are common mistakes you can avoid when saving for retirement.
It's important to understand the pros and cons when considering a prepaid debit card.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.