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When Should You Draw Down Your Pension? Well there are some considerations, once we understand ‘When’, we can then look … Continued
Peace of Mind
Before we delve into the subject of Peace of Mind, in relation to your finances, we need to understand the … Continued
A goal without a plan is just a dream!
“Clarity, Focus, Planning & Accountability A goal without a plan is just a dream! Get really clear on what … Continued
The Value of a Pension Plan for Professional Athletes
A guest blog from Metis Ireland Brand Ambassador, Jack O’Donoghue As professional athletes, we dedicate our lives … Continued
Unlocking Higher Deposit Returns: Looking Beyond Traditional Irish Banks
“Returns on Deposit Funds … can generate between 3-4% per annum whilst also being accessible, if needed, in the short … Continued
Multi-Generational Tax Planning: a case study
We’ve talked a lot about using Section 72 in our estate planning lately. However, it can feel a little abstract … Continued
How to get started with Estate Planning
Generational planning (or “estate planning”) is the process of planning to pass your wealth on to future generations – usually … Continued
What is the difference between “Early Retirement” and “Financial Independence”?
As a financial planner, I work with families from all sorts of backgrounds. However, there is one common value … Continued
Future-Proofing the Family: Estate Planning Tips
The “Bank of Mam & Dad” has been one of the most reputable and long-standing financial institutions in the state. … Continued