Committed to Understanding You The Healy Aproach
Healy Financial Planning is client focused family business that makes a lifetime commitment to our clients.
We work best with people who value advice and can benefit from our comprehensive service. Our continuous process helps to discover, define and protect your goals and objectives. The Healy Service Standard- Privacy, Trust, and Confidence
We commit to listen to your needs, wants and concerns. Our approach begins with a discovery that focuses on you; we will not make a recommendation until we unders
12/08/2025
We're high earners with student debt and kids. Here's how we continue to build wealth. The author shares strategies for HENRYs to maximize earnings and build wealth. Budgeting, automation, and regular investing help manage high incomes and rising costs. Maintaining lifestyle, avoiding upgrades, and seeking passive income support long-term goals.
09/21/2022
Are you covered by more than one benefits plan? Want to know how they work together? I can provide advice on the coordination of benefits. Reach out!
What is coordination of benefits? When someone is covered by more than one benefits plan, the plans work together to pay any claims.
Did you know that Group Benefits plans are available for companies as small as two people❓
Let’s talk about creating a group benefits plan that works for your business: ow.ly/nVnf1040Mma
08/30/2022
Over the last 175 years, Canada Life has been there for Canadians through times of change, difficulty, and celebration.
175th Anniversary – Canada Life View accessible version: https://share.vidyard.com/watch/ceJTLUxo3taZphdHnAgNpA?
08/05/2022
🐂What’s a bull market?
🐻What’s a bear market?
I can help you understand market cycles so you can focus on your long-term investment goals. Reach out!
What are market cycles? Knowing why markets move up and down should help you focus on the long-term and give you confidence when investing your money.
07/18/2022
As with an individual registered retirement savings plan (RRSP), you can contribute to a spousal plan until the end of the year your spouse turns 71. Learn about all the ins and outs of spousal RRSPs here:
What are the rules of setting up a spousal RRSP? Working together as a couple with a spousal RRSP can help you pay less tax.
07/12/2022
An RRSP loan can help you accelerate your savings by allowing you to catch up on your unused RRSP contributions. Questions? I’m here to help.
How you can get the most from your RRSP contributions You have a variety of ways you can contribute to an RRSP. Find out which one fits your needs best.
07/05/2022
Should you be using a registered retirement savings plan (RRSP) or tax-free savings account (TFSA) to build your savings? Contact me and let’s make sure you’re using the right vehicles to reach your goals.
What's the difference between a TFSA vs. RRSP? There are many differences between TFSAs and RRSPs. Find out which one works best for you and how you can benefit from each.
06/22/2022
What are market cycles? Knowing why markets move up and down should help you focus on the long-term and give you confidence when investing your money.
02/13/2022
Old Quebec still as magical as ever
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