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.

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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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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How to Sell Your Home Without Losing Thousands

Selling your home can feel like navigating uncharted waters, it’s equal parts exciting and stressful. While there are plenty of opportunities to get it right, there are also pitfalls that could cost you thousands of dollars. The good news? With the right preparation, knowledge, and strategy, you can avoid these mistakes and set yourself up for a successful, profitable home sale.

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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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