It’s the start of a brand new year and most people are now reviewing their goals and plans for 2016. There are many financial areas to consider but I feel the most important one is to protect your families financial future. The economy has improved but ...
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Everyone, no matter how well-off or financially astute, wishes that their personal finances were in better shape. Whether you measure your income in four figures, five figures, six figures or even seven figures there’s always something that can be d...
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As a business owner you’ll already know that your biggest investment of all is in the people who work for you. It is their experience, skills and energy that drives your business forward and every successful business puts its people first. Part of...
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Pick up the business section of a newspaper nowadays and the term ‘wealthmanagement’ crops up all over the place. It’s a reflection of the Celtic Tiger years when there was a phenomenal creation of wealth like we’ve never seen before. Total wealth...
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When we think about a pension, most of us think in terms of regularly locking away money with a life assurance company and leaving the investment and administrative detail completely to professionals. For most of us this is a very sensible approach, as ou...
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Most people have a really good idea of some of the things they want to be able to do when they stop working. Very few people, however, know their magic number. This is the amount of money you need to have in your pot to give you the income you want wh...
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I have just got off the phone from speaking to a client of mine of 15 years. She is aged 39. A long time ago she asked me to arrange mortgage protection cover for her of €250,000. She recently rang me to advise she had a brain tumour and was receiving o...
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I know it is a strange heading for a Financial blog but just today for the first time in over 33 years in this business I left a client meeting with tears in my eyes. A client of ours in his early 70s was in for an ARF review. After over 40 years in ...
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