Why you’re accidentally planning for failure

Why you’re accidentally planning for failure

This week I ask: is your wife right to be frustrated with your lack of a coherent financial strategy? It’s not too late to put an end to the underlying tensions and get your house in order

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Three top tips to managing your financial affairs

Three top tips to managing your financial affairs

This week, two things to watch out for when considering an investment and a piece of advice that you probably would not expect to hear from me.

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In search of security

In search of security

How would you feel about your parents selling the home you grew up in? This week I ask you to think about what selling the family home might mean for you and what you would be prepared to do to avoid it.

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If your finances are on autopilot, this is one of the main symptoms

If your finances are on autopilot, this is one of the main symptoms

If you have shares in one company for whatever the reason – a tip-off from someone you trust, an inheritance or gift – ask yourself honestly – are they anything more than a niggle?

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Tell me about your investment philosophy

Tell me about your investment philosophy

It is vital to take control of your own investment philosophy. Don’t pay someone else to make investment decisions on your behalf based on their own beliefs and philosophies.

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Did you hear the one about the three pension advisers…?

Did you hear the one about the three pension advisers…?

Think again if you believe you are the only one benefiting from all the money you are putting into your pension! Beware of what could be lost to the broker, tax advisor and the pension provider.

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The latest from Custom House Capital (CHC)

The latest from Custom House Capital (CHC)

The liquidation of Custom House Capital teaches us that over investment in one fund (even a “sure thing”) and over reliance on one fund manager could lead to disastrous eventualities such as the potential loss of €66m of investors’ funds. Here’s a better way to invest your funds.

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Is the potential gain worth the investment risk?

Is the potential gain worth the investment risk?

You take on all the risk when you invest. It’s rarely shared by the fund manager, broker or bank making the recommendation. This is what you need to know when it comes along to investing long term.

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Money ‘invested’ on deposit is costing you your retirement

Money ‘invested’ on deposit is costing you your retirement

This week we explore the cost of keeping money on deposit, and what impact inflation, taxation and fees will have on your future income.

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2017 Financial Checklist

2017 Financial Checklist

As the New Year gets underway, I recommend these six steps as your roadmap to financial success. This article is a snippet of a piece written for and published by the Sunday Business Post on January 22nd, 2017.

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