1100 13th Street, NW, Suite 1000Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Founder & President,
Caliber Financial Partners
Patrick Healey is a lifelong resident of Hudson County, N.J., and a more than 20-year veteran of the financial services industry with an extensive background in structured finance, investment banking and equity research.
He is a CERTIFIED FINANCIAL PLANNER(TM) holding his Series 7, 63, and 65 securities licenses and a life, accident and health insurance license.
He earned his MBA in finance, management and entrepreneurship from New York University's Graduate School of Business and a BA in economics with minors in German and accounting from the College of the Holy Cross.
He is a member of the Beta Gamma Sigma business school honor society and a former NCAA Division I soccer player at Holy Cross.
Having a basket of stocks and bonds isn't good enough. To help protect your nest egg, you need a bigger basket.
See More From: Building Wealth
Sky-high salaries and endorsement deals mean nothing if players donâ€™t properly manage their riches, as several sad stories can attest.
Though Social Security cuts appear to be looming, it's not too late for Americans, namely millennials, to create a retirement plan they will undoubtedly need to make up for any pending reductions.
The stability of monthly payments may sound reassuring, but what are you giving up if you go that route?
Investors are people, not robots, and people can be swayed by emotions like fear or excitement. And in the investing world, that can be a big problem.
Those investing in real estate have to be prepared for the baggage that comes with it. If you'd rather not bother, there are two investment opportunities that offer the benefits without the baggage: REITs and limited partnerships.