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A Wealth of Insights

At HealthyFP we believe good ideas should feel easy. This page is our library of clear, bite‑sized lessons that help you make smart choices. No fancy words. Just steps you can use right now.

What you will find here

  • Quick Reads – 5‑minute topical blogs that answer common money questions.
  • Deep Dives - A collection of articles designed specifically to answer frequently asked money questions for specific people.

How to use the page

  1. Browse by collection to the right of the screen.
  2. Search a keyword if you have a tight question to return the perfect read.
  3. Browse by topic if you are are unsure what you don't know.
  4. Subscribe to get new Insights in your inbox once a week.
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How to Manage an Inherited IRA Without Losing Thousands in Taxes

Managing an inherited IRA can feel overwhelming, especially given the complex rules and significant tax consequences. Imagine this scenario: You’ve just inherited a loved one’s IRA, a financial blessing wrapped in layers of IRS regulations. Without proper planning, this new resource could result in unnecessary tax penalties, costing you tens of thousands of dollars. However, with the right strategy, you can reduce your tax liability and make the most of this inheritance.

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2026-01-15

Home Equity Demystified: How to Leverage Your Assets for Financial Flexibility

Your home is more than just a place to live, it's also one of the most valuable financial assets you own. Understanding how to use its equity wisely can open doors to opportunities, whether you're looking to pay for education, renovate your home, or consolidate debt. Home equity options like HELOCs or cash-out refinances may seem complex, but they can provide the flexibility you need when managed carefully.

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2026-01-15

Giving Smarter, Not Harder: Expert Tips for Impactful Philanthropy

When it comes to giving back, we often think it’s all about writing a check and helping those in need. But what if there’s a smarter way to amplify your impact? Imagine this: with the same resources, you could leave a bigger footprint, help more causes, and even gain some nifty tax benefits along the way.

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2026-01-05

How Long to Keep Financial Documents - and When to Shred Them

Organizing your financial records might feel like a daunting task, but it doesn’t have to be. By knowing what to keep, for how long, and when to shred, you can save time, reduce stress, and ensure your financial health is in full order.

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2026-01-05
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