Learning Centre

Tag: Investment return

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 […]

Reeling in the Years 2000 (inflation edition)

Reeling in the Years 2000 (inflation edition)

They say if you throw a frog into boiling water, it will jump out immediately.  However if you gradually increase the heat, the frog won’t notice and happily swim away until it becomes frog stew.  The same applies for inflation; we dont notice a 5 cent increase to our coffee in the morning, but over time this can […]

Inheritance tax is no crack! The best tip to pass on wealth the the next generation

Inheritance tax is no crack! The best tip to pass on wealth the the next generation

Gifting our children or grandchildren is a very natural thing and something we’d like to do to help them along the way. Unfortunately this is not easy from a taxation point of view. We can only gift a certain amount in a life time before a 33% tax kicks in. The thresholds in Ireland are […]