...Hello Long-Term Financial Success! If, like me, you had big fitness plans for 2025 and failed by mid-February, don’t beat yourself up. There’s still time to get back on track…but that’s not what I’m talking about today! Fitness goals aside, a financial plan for 2025 is still within reach. Beyond Resolutions: A Financial Plan That
Spring Cleaning Your Finances: Reviewing Your Benefit Statement and Pension Spring is a time of renewal—a fresh start. Just as we declutter our homes and tidy up our gardens, it’s also an ideal time to get our finances in order. One key area often overlooked is our pension. Reviewing your Benefit Statement and ensuring your
Make 2025 a Year of Control It feels like now more than ever, we are living in a world like no other. The word “unprecedented” might be the most overused word of 2025. With uncertainty looming large, it’s easy to feel a bit anxious about the future. While we can’t control global events, we can
| Reaching Retirement on YOUR Terms | Retirement is a significant milestone in life, and adequate financial planning is crucial to ensure a comfortable and exciting post-work life. Nobody wants to look at their retirement worried about covering day to day costs. We want our retirement to be a time when we can be free
Every year, we are bombarded with information on items that we should / can or have yet to claim or declare. It can be a bit of a confusing time but we find that the main points below will highlight the tax reliefs and claims that can be most commonly made before the deadline (31st
Understanding Your Protection Needs Life is full of unexpected twists and turns. While we can't predict the future, we can safeguard ourselves and our loved ones with comprehensive protection. While mortgage protection is essential for safeguarding your home, it's often not enough to fully protect your family's financial well-being. It's like having a safety net
You've worked hard to build a secure financial life. You've got a good job, a comfortable home, and maybe even some savings tucked away. But with so much conflicting information out there, you might wonder: could a financial advisor really make a difference? The answer, based on research by Brokers Ireland, is a resounding yes.
Savings, savings, savings…... the start to 2024 has seen one definite theme emerge in the questions, conversations, and consultations we are having with clients, young and old.There is a real awareness and recognition now that money saved into the bank and left there for 5+ years is a missed opportunity. You could & should be
This festive season, we are living in a world like no other. Many of us are still reeling from the pandemic in addition to inflation, low interest rates and wars across Europe and the Middle East. All these circumstances have ushered in unwelcome volatility in the markets. This leaves many of us looking towards 2024
Here we look at the challenge of saving enough into your pension for it to be worthwhile. For anyone that missed part one– what is a pension & why do I need one, click here. The thought of building a pension fund big enough to make a meaningful difference to your income when you retire
