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 - 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.

Backdoor Roth IRAs Made Simple: Strategies, Pitfalls, and Insights

Saving for retirement shouldn't be complicated, but, let's be honest, it often feels that way, especially for high-income earners. If you've been told you're ineligible to contribute directly to a Roth IRA because of your income, it might seem like the door to tax-free retirement growth is firmly shut.

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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.

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RSU Strategy Simplified: How to Exercise & Plan Smartly

Restricted Stock Units (RSUs) can be one of the most exciting perks of your compensation package, free stock in your company can feel like hitting the financial jackpot! But as many equity compensation recipients quickly learn, navigating RSU strategies can be a taxing (pun intended) experience. Between understanding "sell-to-cover" strategies, planning for taxes, and making informed decisions about holding or selling stock, managing RSUs can get overwhelming fast.

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Should You Verify Your Identity with ID.me on the IRS Website?

Accessing your IRS account online comes with the promise of convenience but also significant responsibility. Thanks to ID.me, a cutting-edge digital identity platform, verifying your identity for secure access to IRS tools and services is more advanced than ever before. However, is ID.me worth the effort and possible concerns? Let's break it all down and help you decide!

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