News
As the situation regarding the Coronavirus evolves daily, 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 remains protected we’re unable to meet with you in person until further notice. We ask you to […]
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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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We all need to keep sight of what’s important. The financial choices you make should be determined by what you 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. So […]
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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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“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, financially. Consider what you need to do to achieve better financial wellbeing… So, where do you begin? Talk to a financial advisor or a financial planner? What’s […]
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Are you aware that you can maximise your pension whilst minimising your corporation tax bill? Is your Company’s financial year-end 31st December? Are you are a business owner or company shareholder? If so, you can reduce your assessable profits by making a contribution to your pension prior to your company’s year-end. This in turn reduces […]
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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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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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Arranging adequate business protection ensures the necessary funds end up in the right hands at the right time, helping to preserve the continuity of your business. Businesses ensure they attract the right people for their company by offering a competitive salary, excellent benefits, a pension plan, etc. To ensure a key employee does not […]
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The U.S. stock markets had the worst day of the year yesterday, Monday 5th August, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors were understandably nervous. However, this morning saw markets rebound as China took steps to ease the currency […]
Read MoreAll 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.