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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Earnings season can move markets. What is it and why is it important?
What can be learned from the savings rate?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?