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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Where to begin when making a Will

November 2, 2021

Making a Will  Taking the time to draw up a plan for your estate can prove to be one of the greatest legacies you will leave your loved ones. A plan clearly setting out what you’re wishes are and where your most important documents are kept can make it easier for your loved ones and […]

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Tax is likely to be your biggest expense… learn how to control it!

October 6, 2021
Reduce your Tax bill

Tax isn’t a very exciting topic for most people but it does become exciting when you consider how you might reduce your tax bill and put money back into your own pocket simply by making a few small adjustments. This year the income tax return deadline for 2020 is the 31st of October 2021. If […]

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How can you improve your long-term investment opportunities in a volatile stock market.

September 16, 2021
what to do about market volatility

When pursuing long-term financial goals such as saving for retirement or for your child’s education a regular savings plan can provide many potential benefits to investors. However, interest rates being what they are at the moment do not allow for much growth in your savings. So, how can you improve your investment opportunities long-term in […]

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Protecting your Income

July 16, 2021
Protecting your income

Professionals are Failing to Protect their Biggest Asset; Themselves! With years of education behind them, and years of earning potential in front of them, professional individuals are a valuable commodity. But why are so few protecting themselves – financially?  Many professionals are self-employed, adding another layer of financial responsibility to the equation. Despite their significant insurance […]

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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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