Helping you on Life's Financial Journey
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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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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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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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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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!
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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It really is an unknown at the moment as to how the banks will deal with mortgage applicants impacted by the effects of the Corona virus. However, some good points mentioned here by Dominic Coyle at The Irish Times If you are worried or have any queries regarding your own personal finances, don’t hesitate to…
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More than 100,000 people already worked from home before the Covid-19 outbreak and Revenue made provisions for these people to be reimbursed up to €3.20 per day for work-related expenses. These include heating, electricity and perhaps broadband expenses. It is important to keep receipts for inclusion within your 2020 tax returns. As always, if Eolas…
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Your financial wellbeing is now more important than ever as the effects of this global pandemic sink in. It has been a busy few days for us as we have conducted client meetings via Skype & Zoom etc. It has been a new way of engaging with our existing clients and a different way of…
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For those impacted by Covid-19, the attached is a link to the Department of Employment Affairs & Social Protection in order to register for COVID-19 Pandemic Unemployment Payment. This is an emergency benefit paid by the Department to all employees and the self-employed who have lost employment due to a downturn in economic activity caused…
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