How is your pension affected by this current crisis?

April 7, 2020

Cleona Kinahan, M.Sc CFP® QFA FLIA   These last few weeks may have been a time of extreme financial worry for many, here at O’Leary Financial Planning we are available to help answer your queries on your financial plans, budget or just general money queries.  You don’t have to be an existing client for us […]

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Covid-19 reliefs update from Mr. Tax

March 26, 2020

There is hardly any industry unaffected by the spread of Coronavirus and everywhere is feeling the effects of consumers not spending. However, there is help at hand from government to alleviate some of the burden. The above information is courtesy of Mr. Tax – 

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Face to Face meetings cancelled until further notice

March 13, 2020

As the situation regarding the Coronavirus evolves daily, here at O’Leary Financial Planning the health & safety of our staff & clients is paramount.   Therefore to ensure our clients continue to receive support & advice and our staff remain protected we will not be meeting with you in person until further notice. We ask […]

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The only people who get hurt on a rollercoaster are the ones who jump off…..

March 10, 2020
Calculating stock market fluctuations

By Cleona Kinahan M.Sc CFP® QFA FLIA   What does the coronavirus mean for Investors Stockmarkets across the world continue to tumble as governments struggle to contain the spread and impact of the coronavirus. This is having a significant impact on the value of investments & pensions if they are linked to these markets. So, […]

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How can women improve their financial wellbeing?

March 6, 2020
Tax Refund

We all need to keep sight of what’s important. The financial choices we make should be determined by what we value most, family, financial independence, security. Regardless of where you are in life whether your single, married, divorced or widowed financial planning and money management should always be one of your top priorities.   When […]

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February 4, 2020
Calculating stock market fluctuations

By Jim Power – Economic Analyst THE EXTERNAL BACKGROUND Coming into 2019, there was an expectation that the year ahead was going to be more challenging for a variety of reasons, and that is exactly how it turned out. Global growth slowed as the year progressed. Thankfully, the economic recession was not experienced, but rather […]

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Financial Planner, Financial Advisor, What’s the difference?

January 22, 2020

“The best fund in the world won’t change your life, financial planning will” – Paul Armson.   Regardless of your financial state, everyone can benefit from taking stock of where they are financially and what they need to do to achieve better financial wellbeing. So where do you begin? Talk to a financial advisor or […]

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Is your Company’s financial year end on the 31st December?

December 5, 2019
Business Strategy Meeting

Are you aware that you can maximise your pension whilst minimising your corporation tax bill?   If you are a business owner/shareholder and make a contribution to your pension prior to your company’s year-end, this will reduce your assessable profits which in turn reduces your Corporation Tax bill.   Every business owner grapples with ways […]

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Tips for managing your money at Christmas

December 4, 2019

Money management at Christmas, is it even possible? Yes, it is! It just requires some planning and a little bit of discipline. For those of you who did not get all your Christmas shopping done on Black Friday or Cyber Monday here are a few tips to help manage your spending over the next three […]

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MORTGAGE PROTECTION: What is the best cover for you & your circumstances?

November 26, 2019
Family time. Family protection

Buying a home is a huge financial commitment for most people. So, it stands to reason that we want the right cover in place to protect our family and our home if the unexpected should happen. A mortgage protection policy will pay off the outstanding balance on your mortgage if you die or become seriously […]

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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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