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.
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Mastering Life Transitions as a Busy Professional

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Decoding Startup Offers: What Every Employee Must Know

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Making Partner? Here's How to Master Your Financial Transition draft

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Unlocking Your Worth: Career Advancement and Job Offer Tips blog

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Creating Your Legacy Drawer: A Guide for Your Loved Ones

Imagine a moment when your loved ones, already navigating the emotional weight of your absence, are faced with piles of unorganized paperwork and unanswered questions. Now imagine you've taken this burden away. That’s the gift of a Legacy Drawer, it’s more than a collection of documents; it’s an act of love and preparation.

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Essential Estate Management Tips for Executors and Families

Losing a loved one is deeply emotional, but for many, it also marks the beginning of new responsibilities. Executors and families suddenly find themselves navigating financial and legal processes they never expected. While the process may seem overwhelming, being informed and prepared can significantly ease the burden. The silver lining? With proper guidance, estate management can be a process of honoring a loved one's legacy.

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Future-Proof Your Family: Estate Planning Checklist

Securing your family’s future isn’t just for “Downton Abbey types” or the ultra-wealthy. Estate planning is about ensuring that your assets reach the people you love, avoiding unnecessary legal battles, and relieving your family from having to make tough decisions during an already emotional time. For this reason, I often refer to all estate planning as a love letter to your closest loved ones.

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How do we take care of mom & dad? A guide to POAs

Caring for aging parents isn’t just about helping with daily routine, it’s about preparing for the unexpected. Picture this scenario: your mom or dad suddenly becomes unable to manage their medical or financial affairs. Without the right legal documents in place, everyday decisions can quickly become overwhelming and legally complicated.

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