Blog

10 Retirement Planning Tips for Millennials
It is with increasingly certainty that I believe this new generation of bright, young individuals in our blazing fast society is woefully inept at taking the basic steps necessary to secure their financial future. Please don’t think that I’m saying this young tribe isn’t smart. Far from it as this is probably the most intellectually talented generation we’ve seen.

The 6 Fundamentals of Intelligent Investing
In my experience; the majority of people I work with for the first time have generally ignored the importance of financial planning and goal setting and as a result have either taken unnecessary or inappropriate risks with their money, and with bad investing decisions have failed to diversify their portfolios properly and are generally paying too much in fees and charges. All of which combined lead to poor investment returns.

Financial Planning for Small Business Owners
According to the latest figures from the Central Statistics Office (CSO) many of us in Ireland have, with close to 250,000 Small & Medium Enterprises currently active in Ireland employing close to 1,000,000 people.

The MVP (Most Valuable Protection).
Financial Planning in its essence deals with individuals and families and their long-term financial goals. However, a large majority of my clients tend to be business owners or professionals and I am continually amazed at how often the protection of their source of your income is overlooked.