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The 2020 Healy $200: Experiencing the Gift of Giving

Submitted by Healy Financial on December 22nd, 2020

“For it is in giving that we receive.”  ~Saint Francis of Assisi

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Your 2020 Tax Return and the Coronavirus

Submitted by Healy Financial on December 7th, 2020

The coronavirus pandemic has made 2020 a year marked with uncertainty and change. Taxes are no exception. As the federal government sought to protect people's financial welfare during the COVID-19 economic shutdowns, it added new tax laws and changed others.

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A Thanksgiving Reflection

Submitted by Healy Financial on November 24th, 2020

Recently, I was talking to a client about the importance of tipping at restaurants, since wait staff and servers work so hard for the small amount of money they earn. She responded by telling me that she had realized that too, and now gave 20% times 2 as a tip. 40%! Wow, I was really impressed with her generosity!

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A Beginners Guide to Financial Planning During a Divorce

Submitted by Healy Financial on October 30th, 2020

If you’re in the midst of a divorce, be careful in choosing the people you consult for financial advice.  While everyone has good intentions when giving financial advice, assembling a team of experienced professionals can help you make a smoother transition, financially and emotionally.

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Brace for Volatility After the Election

Submitted by Healy Financial on September 16th, 2020

Election 2020 may be one of the nastier elections in our history, although it isn’t unprecedented. Students of American history are aware that we have had plenty of nasty times in our political past.

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Investing in Your Values

Submitted by Healy Financial on August 24th, 2020

An important part of our work with our Healy Financial clients is helping them connect their money with their values. A saying we often use is: “After all, money is just us in foldable form. Maybe we can talk about how money allows us the opportunity to impact people.”

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Challenged to Grow

Submitted by Healy Financial on July 31st, 2020

Who could have imagined that the spring of this new decade would challenge us to reconfigure our lives so dramatically? Everything has flipped upside down and we are working within a foreign framework. New rules for almost everything we do in our daily lives.

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Why a Disciplined Approach to Investing Is Essential?

Submitted by Healy Financial on July 14th, 2020

Amidst recent market volatility, it’s tempting to make emotional investment decisions, but it is good to remember that a disciplined approach is essential to investing.

No matter what type of crisis creates a sharp downturn in the market, trying to time stock and bond trades rarely results in a better outcome for investors.

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Two Musts When Purchasing Your First Home

Submitted by Healy Financial on June 22nd, 2020

Summer is here, and so is home-purchasing season. Just this week I had two families reach out to me to walk through questions they had about purchasing their first home. They wanted to make sure they were thinking about things the right way and not making any common mistakes that a lot of people make when they purchase their first home.

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Do You Have Enough Life and Disability Insurance?

Submitted by Healy Financial on June 2nd, 2020

Many of my clients ask me if they have enough life insurance or how much they should have; not as many ask about disability insurance. However, when you need either, it’s a tremendous comfort to have enough that you or your survivors don’t have to worry or make big changes to your lifestyles.

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Phone: 574-271-6000
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Healy Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. 

Certain individuals associated with Healy Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Healy Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 2501689 DOFU 5/2019

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