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 »
If you live in Ireland but have a British pension or investment now is a good time to review them and consider whether or not to transfer your UK pension to Ireland. As with everything there are pros and cons but the benefits will depend on the type of pension you have. Most of
Transferring your UK Pension to Ireland Read More »
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
Tax Treatments on Investments – What you should consider Read More »
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?
You can’t manage what you don’t measure! Read More »
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
Financial Planning for Women Through Different Stages of Their Life Read More »
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
Keeping perspective during stock market volatility Read More »
When pursuing long-term financial goals such as saving for retirement or for your child’s education a regular savings plan can provide many potential benefits to investors. However, interest rates being what they are at the moment do not allow for much growth in your savings. So, how can you improve your investment opportunities long-term in
How can you improve your long-term investment opportunities in a volatile stock market. Read More »
Professionals are Failing to Protect their Biggest Asset; Themselves! With years of education behind them, and years of earning potential in front of them, professional individuals are a valuable commodity. But why are so few protecting themselves – financially? Many professionals are self-employed, adding another layer of financial responsibility to the equation. Despite their significant insurance
Protecting your Income Read More »
Checklist of things to do when you near retirement It’s a good idea to start planning when you’re nearing retirement age. Here is a checklist of things to work on now before you retire: Find your paperwork. Old pensions from previous employers, life cover, current investments, pensions. Some people are very organised, they
Nearing Retirement: Checklist of things to do Read More »
What do you need to know about starting a pension? People retiring today expect to be much more active than previous generations, so it’s important that you prepare for the life you want to live when you reach retirement age. You may not want to stop working at 66 but you should know what your
What you need to know about starting a pension Read More »