By Mary Burke BA (HONS), QFA RPA If you’re in your 40s, 50s or early 60s, there’s a good chance your financial life has become more complex than you expected – even if you’ve done well for yourself. You’ve worked hard, built up savings, perhaps bought property, maybe even grown a business. The kids […]
The Real ROI of Financial Planning in Ireland Read More »
By Cleona Kinahan M.SC CFP® QFA FLIA Can I be honest for a moment… – ‘retirement’ feels like the wrong word for what’s next, doesn’t it? For many of our clients in their 50s and 60s, retirement isn’t about stopping. It’s about redesigning. Shifting from building wealth to making your money work for you.
Financial Planning Over 50 – Don’t Plan for Retirement. Plan for Life. Read More »
By Mary Burke BA (HONS), QFA RPA Passing on your wealth to loved ones should bring peace of mind, not confusion or unnecessary tax burdens. Effective estate planning secures your family’s future while reducing unnecessary complications. The key for you is to protect what matters most and ensure that your hard-earned assets are transferred
The Essential Guide to Estate Planning and Asset Transfer in Ireland… Read More »