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Tag: Bare trust

Saved by the Bell- 5 Back-to-School Financial Tips

Saved by the Bell- 5 Back-to-School Financial Tips

I loved getting a new pencil case every September.  A new beginning, a new school year.  By the end of the first week of school, my pencil case would be graffitied by my friends with rude pictures and compass marks. September is a great time to look at your finances and make a few small […]

Got Kids?

Got Kids?

I remember walking into Tony Kealys baby shop when my wife was pregnant with our first-born Chloe.  I nearly fainted when I saw the price of a buggy.  They called it a “travel system” as if to justify the price. I also thought that for that price tag, the thing would take the child for […]

Join the SAVINGS SQUAD!

Join the SAVINGS SQUAD!

We are helping you save with our new initiative; Savings Squad. Starting at saving €250 per month you could join and start your own new savings strategy. All are welcome! Book a free meeting with Will here      If you would like more information on any of these tips, please give the office a call on 01 […]

How Are You Lying to Yourself About Money?

How Are You Lying to Yourself About Money?

How good are you with money? The money lies we all believe from time to time are the focus here. Sometimes, the money lies we tell ourselves are excuses to spend or rationalisations for poor financial habits. Other times, we may be using them as cover to hide our negative feelings or uncertainties about some […]

Equity Investing for Irish Investors

Equity Investing for Irish Investors

When you decide you want to start saving and being sensible with your personal finances, it should all be easy from there. There are too many options and it’s hard to know where to start.  This quick guide will explain the Pros and Cons of each option available to Irish retail investors.   If you would like more […]

5 ways to help you retire early

5 ways to help you retire early

The past year has allowed us to prioritise and find out what is actually important to us.  We are helping a number of clients retire early at present and a few patterns have emerged that we would like to share.   If you would like more information on any of these tips, please give the office […]

5 Financial Pointers for Young Parents

5 Financial Pointers for Young Parents

Being parents of young children can be stressful and expensive.  It also coincides with the period of time that most people start financially awakening and realise that it is time to give financial matters time and attention.  This post focuses on a few small things you should be doing now as parents.   If you […]

How Much Cash to Hold in 2021?

How Much Cash to Hold in 2021?

We frequently get asked by clients how much should they keep in cash?  We still firmly believe that despite not getting returns in the bank, cash has a role in your personal finances.  These few pointers will help you decide how cash to hold.   If you would like more information on any of these tips, […]

The 12 Financial Tips of Christmas!

The 12 Financial Tips of Christmas!

We fully admit to being a little obsessed with Christmas, so this was always going to happen.  If any of these tips resonate and you need a chat, drop me a line!   If you would like more information on any of these tips, please give the office a call on 01 639 2908 or email me on […]