Our Insights

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 – longer guides that walk you through bigger goals like buying a home or cutting your tax bill.
Real Stories – case studies that show how people like you solved tricky problems.
Tools & Checklists – simple checklists that turn ideas into action.

How to use the page

Browse by collection to the right of the screen.
Search a keyword if you have a tight question to return the perfect read.
Browse by topic if you are are unsure what you don't know.
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Adopting A Healthy Money Mindset

Could the beliefs you hold about money be silently steering your financial destiny? The answer is yes, and often in surprising ways. Our thought patterns, entrenched largely in childhood, create invisible scripts that shape how we save, spend, and invest. The good news? You can rewrite your money mindset to align with your goals and achieve true financial independence.

Breaking Barriers to Wealth Building: 8 Pitfalls Standing in Your Way

Wealth building might seem synonymous with earning a six-figure salary or hitting the jackpot in the stock market, but the truth is far simpler, and possibly more surprising. Building wealth is less about how much you earn and more about how you manage what you already have! But as with most worthwhile endeavors, small missteps can have a big impact.

Budgeting Backwards: Beyond Spreadsheets

What would happen if you flipped budgeting on its head? Instead of figuring out your expenses and hoping to save what’s left, you save first and spend only what’s leftover. This is the magic of reverse budgeting, a method that prioritizes your goals and simplifies your path to financial freedom. If traditional budgeting feels like a chore, this approach might be your new best friend. After all, I myself hate the B word and don’t use one, rather an approach as outlined below.

How to Choose Between Roth and Traditional Retirement Accounts

Deciding between a Roth and Traditional retirement account can feel overwhelming, but it all boils down to one simple question, when do you want to pay taxes? These two account types aren’t a one-size-fits-all scenario; they’re tools designed to suit different financial situations. The key is understanding how they work and which one aligns with your current and future goals.

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