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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Mapping your financial future Recently a client of mine and his wife called me to say they were struggling with their finances and wanted me to give them some advice as to how best to manage their finances and plans for the future. I quickly realised at...
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