When it comes to protecting yourself and your family the most important thing is to get the facts and take the mystery out of your financial protection once and for all. Most people are surprised at how financially exposed they are and the right life insurance policy at the right price can be critical at …
The Top 5 Myths of Life Insurance (and how not to get caught up in the hype…) Read More »
By Cleona Kinahan M.Sc CFP® QFA FLIA Did the Property crash in 2009 effect you? Have you suffered CGT losses in the past that you have forgotten about? Have you ever crystalised a loss on bank shares? Or any shares for that matter? For so many clients, these losses are just a reminder of …
You lose some, you win some… Offset your investment losses against Capital Gains Tax Read More »
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 …
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 may be old enough to remember the bank account book that was manually updated when you made a lodgement or withdrawal. …
Covid19 has had a profound impact on businesses around the world. While we’re all looking forward to life after lockdown this “new normal” is proving a challenge for many businesses. Business owners may find that they need to adjust and reassess their finances, their way of doing business and how they operate going forward. For …
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 it at some stage. Money doesn’t buy you happiness, but neither does being broke! So where do you begin? What …
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 …
How is your pension affected by this current crisis? Read More »
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 – http://mrtax.ie/
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, …
The only people who get hurt on a rollercoaster are the ones who jump off….. Read More »
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 …
How can women improve their financial wellbeing? Read More »