financial goals

Irish professionals discussing financial planning beyond money strategies in modern office

Why Smart Professionals Make Poor Financial Decisions

By Mary Burke BA (HONS), QFA RPA   You’re sitting at your kitchen table on a Sunday evening, laptop open, staring at your pension dashboard. The numbers look good on paper, but there’s something still nagging at you… The spreadsheets show progress. The pension’s growing. The investments are performing. But you still catch yourself wondering: […]

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Smart investing strategy in Ireland for wealth accumulators

Smart Investing in Ireland: The Real Story for Wealth Accumulators

By Cleona Kinahan M.Sc CFP®   Smart investing in Ireland isn’t about chasing trends – it’s about building momentum through strategy, consistency, and clarity. For financially focused professionals and business owners, it’s less about what you invest in and more about how you approach it. You’re not just seeking returns – you’re looking for control,

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Maximizing Returns: The Benefits of Corporate Savings for Business Owners & the 25% Tax Option

In the dynamic landscape of business ownership, planning for the future is essential. One often-overlooked aspect of financial planning for business owners is corporate savings.   Corporate savings represent a valuable tool for business owners seeking to enhance financial resilience, optimize tax efficiency, and secure long-term prosperity. Only withdrawals, surrenders, maturities, assignments, events every eight

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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?

The basic goal of estate and gift tax planning is to ensure that as much of your assets and property, whether they are gifted during your lifetime or bequeathed in your Will, are transferred with as little taxation consequences as possible.   With careful estate and tax planning, it is possible to minimize or even

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