By Cleona Kinahan M.Sc CFP® QFA FLIA No matter what type of savings or investment account you have your money in chances are you’ll be liable for some level of tax on any gains made on your investment – Dirt; Stamp Duty; Capital Gains Tax; Exit Tax. Tax treatments on investments should be one […]
Tax Treatments on Investments – What you should consider Read More »
You can’t manage what you don’t measure. This statement is true for any aspect of your life, but none more appropriate than your finances. Talking about your finances can help people to make better informed financial decisions, feel less stressed, & more in control Do you need to start saving a little bit more?
You can’t manage what you don’t measure! Read More »
Read more about Financial Planning for Women through different stages of their life to find out how you can improve your money management & start your financial plan. Click on the headings below for more detail. We all need to keep sight of what’s important. The financial choices you make should be determined by
Financial Planning for Women Through Different Stages of Their Life Read More »
The humanitarian crisis unfolding in Ukraine is devastating and extremely distressing. The impact of the Russian invasion of Ukraine has unnerved global markets. Investors worried about recent events and the movement of the markets should not be quick to react. They need to hold tight… now is not the time to get out. There
Keeping perspective during stock market volatility Read More »
Professionals are Failing to Protect their Biggest Asset; Themselves! With years of education behind them, and years of earning potential in front of them, professional individuals are a valuable commodity. But why are so few protecting themselves – financially? Many professionals are self-employed, adding another layer of financial responsibility to the equation. Despite their significant insurance
Protecting your Income Read More »
Checklist of things to do when you near retirement It’s a good idea to start planning when you’re nearing retirement age. Here is a checklist of things to work on now before you retire: Find your paperwork. Old pensions from previous employers, life cover, current investments, pensions. Some people are very organised, they
Nearing Retirement: Checklist of things to do Read More »
What do you need to know about starting a pension? People retiring today expect to be much more active than previous generations, so it’s important that you prepare for the life you want to live when you reach retirement age. You may not want to stop working at 66 but you should know what your
What you need to know about starting a pension Read More »
Euro saved is a Euro earned! So the saying goes, but thanks to inflation the value of that Euro saved could be a lot less than when you earned it, over time. The obvious impact of inflation on your savings is that your purchasing power is eroding. This means that if you stash €100 under
The Impact of Inflation on Your Savings & Investments Read More »
Passing on wealth can be a sensitive subject not only because of the financial complexities but also the family emotions and politics it might drag up. In 2020, Revenues net receipts from Capital Acquisitions Tax (CAT) were €505 million. €430 million of this was made up of Inheritance Tax and €71 million was made up
Keeping your wealth in the family… Read More »