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5 Trends In Progressive Financial Advice -Blog230

18th September 2023

I was fortunate to attend FutureProof last week, the world’s biggest Wealth Management and Financial Advice conference, attended by c3,000...

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topics
Investment Planning Pension Planning Retirement Income Planning Financial Independence

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When To Take Pension
7th February 2022

‘When To Take My Pension?’ Blog 195

Aside from deciding to actually accumulate money for your post-work living, the decision about ‘when to take my pension benefit’...

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Investing In Later Life
31st January 2022

Investing In Later Life -Blog 194

In this weeks’ (really) short piece I’m going to share with you a couple of thoughts about investing in later...

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Unregulated Investments Ireland
24th January 2022

Can You Trust Your Accountant?! Blog 193

Trust, they say, exists at the intersection of ‘Character’ and ‘Competence’. In this week’s piece I’m sharing a short story...

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17th January 2022

Set Thy Purse To Fattening -Blog 192

Financial Independence, when you hear it, often means different things to different people. For some, it’s having more money/assets accumulated...

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Investment Returns 2021
10th January 2022

2021 Investment Returns & Your Priorities for 2022. Blog 191

This week I share evidence & facts about investment returns, and also invite you to ask yourself an important question!...

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29th November 2021

Important Changes To Pensions & No Changes From Active Managers! Blog #190

This week we share a few nuggets that I hope will offer clarity and assurance on a few key aspects...

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8th November 2021

ESG Investing in Ireland – Theory Vs Practice – Blog 189

As with most things in Financial Services in Ireland, (Environmental, Social & Governance) ESG Investing in Ireland is one that...

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1st November 2021

The Biggest Surprises In Retirement – Blog 188

This week I share some interesting research and insights on how to prepare for the biggest surprises in Retirement, both...

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Investment Funds in Ireland
25th October 2021

Bad Investment Funds in Ireland & What To Do About It. Blog 187

Thanks for having a look at our Blog this week about bad investment funds in Ireland, it promises to be...

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27th September 2021

How To Prepare Your Pension For The Next Big Crash. Blog 186

It’s coming, and it’s going to be a whopper! I’m not being dramatic here, just stating fact. It’s not because...

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13th September 2021

Good on the outside & Rotten on the inside Blog 185

Some collective thoughts this week – perhaps naive of me, but I hope something resonates with you & gets you...

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Financial Pillars
13th September 2021

Your ‘Funky Financial Framework’ – Blog 184

This piece will be helpful to you if you have any of the following emotions/concerns in regards your personal finances:...

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