Let’s Talk About Finance for Women

First things first: everyone, regardless of gender, should at minimum have a pension. There are so many benefits: security in … Continued

How to start building your bucket list

As a financial planner, I often see clients who dream of retiring early but struggle to make it a reality. … Continued

When is a property investment a good idea?

Irish people love property. That has been my experience over the last 10 years in the industry, working with hundreds … 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

How UK State Pension Changes May Affect You

Edit: since this article was originally written, the UK government announced an extension to the April 2023 deadline. The deadline … Continued

How to extract cash from a Family Limited Company using PRSAs: A Case Study

How to extract cash from a Family Limited Company using PRSAs In the last two years there has been significant … Continued

Why we have never recommended cryptocurrency (and won’t be anytime soon!)

Cryptocurrencies, such as Bitcoin and Ethereum, have seen a meteoric rise in popularity over the past few years. They almost … Continued

This Has Been a Test: Developing a Financial Plan You Can Stick With

Article reproduced by kind permission of Dimensional Fund Advisers. This article originally appeared on their site on 20 December 2022. … Continued

I’m self-employed – how do I benefit from PRSAs? A case study

Over the last few weeks, we’ve been telling anyone who would listen about the wonders of Personal Retirement Savings Accounts … Continued

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