Blog

Helping you on Life's Financial Journey

Catching up with Clients

We have enjoyed a busy few days catching up with our clients online. While our phones are charged and turned on, these online meetings provide great client reassurance as we can update their financial plans, discuss new financial goals and see how any changes will impact on their future financial journey through the use of…
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Financial impact of serious illness

What if I get a serious illness?

We were asked the following question recently by a client in his mid 40’s – “what are the chances of me getting a serious illness versus dieing”. Well the attached info graphic explains the answer very well for him. A male is 4 times more likely to suffer a serious illness before the age of…
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Mortgage Payment Break

For anyone who may have applied to your mortgage provider for a mortgage payment break, it appears that most banks are not planning to extend the moratorium beyond 6 months according to RTE. If you need some help in reviewing or organising your finances in the meantime, Eolas Money are here and happy to help.…
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Moving webinars online

Jim was working from home today and had the pleasure of his little man Paddy joining him for two webinars (well for bits anyway).. Well done to both the Society of Financial Planners Ireland (SFPI) for their webinar on video conferencing platforms & to Mercer Ireland for their webinar on #FinancialWellbeing in Ireland..

What is Financial Wellbeing?

In all our financial wellbeing seminars and in the work we undertake for our clients, we discuss the importance of achieving a sense of financial wellbeing. So what is Financial Wellbeing? In our view, it’s a financial position where you and your family: Can fully meet your current financial obligations, Can feel secure in your…
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Investing & Stock Market Volatility

In Light of the recent Stock market Volatility caused by the Coronavirus, we thought it might be a timely opportunity to look at the issue of Volatility and the most appropriate Investor behaviour. Many Financial Markets fell between 10% -12% during Feb and further more in March. At a time like this it is worth…
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ARF v Annuity

The ARF v Annuity discussion is one we have many times with clients and impending retirees. Firstly, it is important for you to understand the merits & flaws of both retirement options and then match your long term retirement and legacy plans best to each product. The most complex part of retirement planning is the…
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Moving online

We have been busy chatting with clients with the use of technology, screen sharing and the phone. While we might not be able to meet you in person, if you need to discuss any aspect of your personal finances, just get in touch and we’ll find the best way of ‘chatting’ to you! Pop us…
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Save Money on TV subscription during Covid

A little tip

A little money saving tip given to us by some clients: Sky will allow you to pause your Sky Sports subscription payments while there is no live sport available. You get to keep the channels also. Apparently a simple process so give them a call and hopefully you’ll save some money!

What are the consequences if you miss a Premium for your Protection policy?

In these unprecedented times we are all being advised to ‘manage our cashflow’ and cut back on unnecessary expenditure in order to get through this crisis. Some queries we have received in recent weeks relates to the consequences of not paying your monthly life assurance or serious illness premiums. Life insurance companies recognise that these…
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