By Frank Conway A few weeks ago, I was assisting a client on their UK pension buyback questions. Having worked in the UK for 13 years, they now wanted to…
Today’s stock market meltdown happened because a lot of smart people spent too much money on developing A.I. technologies in Silicon Valley. At the same time, over in China, a…
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While inflation remains stubbornly high, the ECB will have little choice but to keep increasing interest rates. For many mortgage holders, this can pose a challenge.
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27th January 2025
27th January 2025
Financial Wellbeing, Questions from the floor, Retirement Planning
With changes to qualifying for the State pension (contributory) well under way, people are urged to check their details. This is particularly important for anyone with earned tax credits from abroad. This is especially…
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Inflation is one of the four major risks to your financial wellbeing. And even though it has fallen significantly since peaking in late 2022, its corrosive impact never goes away.…
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The pension system in Ireland can be complex. But we have put together a 25-question challenge that is designed to quiz and teach users.
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Planning for financial wellbeing in retirement takes a long-term approach. It should be done factoring for inflation and personal needs today.
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Put a budgeting plan in place for financial success in 2025. But don’t over-complicate it, keep it simple, manageable and achievable.
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If you worked abroad, you are likely to be impacted by changes to the State pension calculations. So it will be important to understand actions you need to take.
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In the world of investing, timing the market has long been heralded as a challenging, if not
impossible, endeavour. Investors seeking steady returns often grapple with the volatility of
markets, particularly during uncertain economic times.
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What is a trust? A trust is a legal arrangement where assets are held by trustees for the benefit of one or more people. Types of trust? Three common forms…
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A new study from the US reveals that long before people develop Alzheimer’s, they often exhibit signs of cognitive decline by falling behind on mortgage payments, credit card bills and…
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When it comes to a private pension, the tax benefits on offer in Ireland are extra generous. But not enough people fully understand how they work. Following are some common…
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There has been a lot of difficult news over the last 2 years when it comes to personal finance. But, as it stands, 2024 appears to be one that might…
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Financial wellbeing in the workplace is important for a number of reasons. Not least, the wellbeing of staff and colleagues has become a key focus for a number of reasons…
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You don’t get to know people until you spend some time with them. And spending time, discussing their money questions can be extremely revealing. This week, for four days, my…
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The UK tax authority (HMRC) has confirmed that the deadline has now been extended to the 5th April 2025 If you live in Ireland but have spent time working in the UK,…
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As stock markets roar back to life following the inflation-led slump, some might assume all investments rise in tandem. But unfortunately, that is not the case. Some investments are better…
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Want a new fad when it comes to your money? Well, look no further than loud budgeting. In a nutshell, its just the same old budgeting process dressed up for…
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