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How are you saving for your Children’s Future?

August 17, 2020
how are you saving for your children's future

Help your Savings go Further When it comes to your child’s future you want to give them every opportunity possible. When it comes to their education you need to ensure you have enough to support them through their college years. Therefore, with a range of saving & investment options to suit your particular needs O’Leary Financial […]

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What’s All the Fuss About Cash?

August 10, 2020
The impact of inflation on savings and investments

by Cleona Kinahan M.Sc CFP® QFA FLIA   Many of us were brought up to believe Cash is King! that the best way to save money was in your deposit account. Some of you might even be old enough to remember the bank account book that was manually updated when you made a lodgement or […]

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“The quickest way to double your money is to fold it in half & put it back in your pocket”

May 5, 2020
What are you saving for

“The quickest way to double your money is to fold it in half & put it back in your pocket” – Not a bad mantra if you want to start saving, but what then?  What are you saving for? Why are you saving? There’s no point in having money if you’re not going to spend […]

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

March 10, 2020
What does the coronavirus mean for Investors?

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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What to do when the Markets become volatile?

August 6, 2019
what to do about market volatility

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 […]

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Financial Tips for Business Owners

June 21, 2019
Financial tips for business owners.

Some of the key questions for any business owner and company directors to consider include; to what degree do you expect the business to form part of your assets? How do you view your business in the context of your overall financial goals? Here we look at some useful financial tips for business owners to […]

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Are you planning to give a gift of money or other assets to someone other than your spouse or civil partner in the future?

February 7, 2019
People at work in office

Are you aware that the person receiving the gift may be subject to Capital Acquisitions Tax (CAT)?   If you want your beneficiaries to avoid a hefty tax liability, should you decide to pass on your assets during your lifetime, you can set up a Section 73 Savings Policy, recognised by Revenue, to pay this […]

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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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