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How can you make your money go further…

August 9, 2022
Inflation effect on shopping

Everything is getting more and more expensive – food, energy, even second-hand cars… These elevated inflation rates are due to a culmination of factors including supply chain disruption and labour shortages due to Covid 19, the impact of the war in Ukraine, and increases in energy costs.   Now, more than ever it’s important to […]

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The Top 5 Myths of Life Insurance (and how not to get caught up in the hype…)

July 5, 2022
5 myths of life insurance

When it comes to protecting yourself and your family the most important thing is to get the facts and take the mystery out of your financial protection once and for all. Most people are surprised at how financially exposed they are and the right life insurance policy at the right price can be critical at […]

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Transferring your UK Pension to Ireland

June 29, 2022
UK pension transfer to Ireland

If you live in Ireland but have a British pension or investment now is a good time to review them and consider whether or not to transfer your UK pension to Ireland. As with everything there are pros and cons but the benefits will depend on the type of pension you have.   Most of […]

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Financial Tips for Soon to be Parents

June 9, 2022
financial tips for soon to be parents

Starting a family is a wonderful and exciting chapter in anyone’s life. It also means adjusting to a whole new lifestyle, so a little planning can go a long way towards helping you remain in control of your money. The birth of your first child can put your financial plans awry if you don’t have […]

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Tax Treatments on Investments – What you should consider

May 19, 2022
Tax treatments on investments

By Cleona Kinahan M.Sc CFP® QFA FLIA   No matter what type of savings or investment account you have your money in chances are you’ll be liable for some level of tax on any gains made on your investment – Dirt; Stamp Duty; Capital Gains Tax; Exit Tax. Tax treatments on investments should be one […]

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You can’t manage what you don’t measure!

April 12, 2022
Tax treatments on investments

You can’t manage what you don’t measure. This statement is true for any aspect of your life, but none more appropriate than your finances. Talking about your finances can help people to make better informed financial decisions, feel less stressed, & more in control   Do you need to start saving a little bit more? […]

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Financial Planning for Women Through Different Stages of Their Life

March 8, 2022
Money management for women

Read more about Financial Planning for Women through different stages of their life to find out how you can improve your money management & start your financial plan. Click on the headings below for more detail.   We all need to keep sight of what’s important. The financial choices you make should be determined by […]

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Keeping perspective during stock market volatility

March 3, 2022
what to do about market volatility

The humanitarian crisis unfolding in Ukraine is devastating and extremely distressing. The impact of the Russian invasion of Ukraine has unnerved global markets. Investors worried about recent events and the movement of the markets should not be quick to react. They need to hold tight… now is not the time to get out.   There […]

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Investment outlook for 2022

February 2, 2022
Wealth management in ireland

Warren Buffet once said, ‘the stock market is designed to transfer money from the active to the patient’.  This year, 2022, this advice will be extremely relevant!   Covid 19 has had a severe impact on our economy over the past 2 years. 2021 was tough for many businesses not least hospitality. Many small businesses […]

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10 Reasons to Jump Start Your Financial Future…

January 10, 2022
reasons to jump start your financial future

GET FINANCIALLY FIT for 2022!!!   It’s time to improve your overall financial knowledge Get clear on your options. Taking the time to understand your current financial position will help you identify the challenges that you may face (both now and in the future). The sooner you identify these, the sooner you can remedy them […]

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All content provided in the above blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always obtain your own independent financial and legal advice based on your own particular circumstances, before entering any financial contract.

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