financial security Archives - O’Leary Financial Planning

Changes to the Finance Act 2022 that could greatly benefit your Retirement Plan

Personal Financial Planning is not always a priority for business owners, company directors and those in senior positions. Increasingly busy schedules and demanding responsibilities often mean retirement planning is put on the back burner. You’re losing out on significant tax relief on retirement savings and investment opportunities by not prioritising your retirement. Your pension should …

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Inheritance Tax Planning

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Anyone who owns property or other assets should make a Will. Having an up-to-date Will means your assets will be distributed according to your wishes. More importantly, your family is spared a complicated and drawn-out administration of your estate as set out by the Succession Act 1965. Dying intestate (without making a Will) means your personal …

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Do you have a pension with a previous employer?

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When our parents started working it was normal to stay with the same company until you retired. Nowadays it is rare for someone to stay with the same employer for 20 or 30 years. Most of us will have 5 or 6 jobs before we retire, we may even change career 2 or 3 times …

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How are you saving for your Children’s Future?

News / By Site Manager

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 …

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The Top 5 Myths of Life Insurance (and how not to get caught up in the hype…)

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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 …

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Financial Tips for Soon to be Parents

News / By Site Manager

Starting a family is a wonderful and exciting chapter in anyone’s life. It also means adjusting to a whole new lifestyle, so a little planning can go a long way towards helping you remain in control of your money. The birth of your first child can put your financial plans awry if you don’t have …

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Tax Treatments on Investments – What you should consider

News / By Site Manager

By Cleona Kinahan M.Sc CFP® QFA FLIA No matter what type of savings or investment account you have your money in chances are you’ll be liable for some level of tax on any gains made on your investment – Dirt; Stamp Duty; Capital Gains Tax; Exit Tax. Tax treatments on investments should be one …

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You can’t manage what you don’t measure!

News / By Site Manager

You can’t manage what you don’t measure. This statement is true for any aspect of your life, but none more appropriate than your finances. Talking about your finances can help people to make better informed financial decisions, feel less stressed, & more in control Do you need to start saving a little bit more? …

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Financial Planning for Women Through Different Stages of Their Life

News / By Site Manager

Read more about Financial Planning for Women through different stages of their life to find out how you can improve your money management & start your financial plan. Click on the headings below for more detail. We all need to keep sight of what’s important. The financial choices you make should be determined by …

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Keeping perspective during stock market volatility

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The humanitarian crisis unfolding in Ukraine is devastating and extremely distressing. The impact of the Russian invasion of Ukraine has unnerved global markets. Investors worried about recent events and the movement of the markets should not be quick to react. They need to hold tight… now is not the time to get out. There …

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