Apart from the volatility in investment markets and everything else going on in the economy and the world in general, 2022 was also a tumultuous...
Significant changes to how you can fund your pension.
The Finance Act 2022 was enacted on 15 December 2022. Amongst other changes to pensions, the Act confirmed that the Benefit in Kind for an employee...
Focus on the big picture
Let’s make it a real resolution in 2023 to focus together on the big picture when it comes to your finances. All too often, it can be very easy to...
How much is enough?
A conversation that often arises with clients is around how much is enough. Everyone is different and has unique wants and needs in life, most of...
Understanding that market volatility is part of the journey
2022 has been a year of volatility in investment markets and there is no-one predicting that this will end anytime soon. Inflation and interest...
5 Reasons to review your pension
It’s that time of year again for the self-employed and professionals when tax bills are due for payment. Attention naturally turns to pensions and...
Defined Benefit V’s Taking a transfer value
What is the right thing to do? The number of defined benefit schemes in Ireland is steadily declining each year. More and more schemes are either...
The value of your Financial Broker after Covid
We’ve all learned a lot in the last year or so about the importance of health, how adaptable we all are when change is just foisted upon us and how...
Do a Spring clean on your old pensions …
Why should you tidy up your pensions when you move Jobs? These days people move jobs more often than their parents ever did. It means that there is...
Get Financially Fit While in Lockdown
Let’s start with the most important point. Staying healthy and helping to flatten the Covid-19 curve is the reason behind the current lockdown, and...
Keep a tight grip on your finances
When we eventually get to enjoy the luxury of looking backwards at the Covid pandemic, we will likely remember many different aspects that we are...
A Bear Market is a 20% decline in asset values.
‘The Stock Market is a device for transferring money from the impatient to the patient. ‘ Warren Buffett ‘A Bear Market is a...