As 2018 ends…

As 2018 ends…

2018 is almost over. I hope it has been a good year for you. I send you every best wish for 2019.
Thank you for staying with the Sunday Supplement. I hope you’re finding it interesting, or at least useful! If there is anything you would like me to write about in the coming year, do please let me know – bob@themoneyadvisers.ie

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Merry Christmas

Merry Christmas

I want to wish you and yours a very happy and restful Christmas. I’ll be spending it at home in Naas this year.

Christmas is one of those rare occasions when we have down time but are not away on holiday. It’s a good time to really think about your future and check in to see if you’re on track.

I wish you time to take stock this Christmas.

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Don’t get caught offside by investing in GBP denominated investments

Don’t get caught offside by investing in GBP denominated investments

It’s hard to ignore Brexit at the moment but if you have an investment in sterling with a fixed end date in the near future, you have more skin in the game than most. This week I look at what to do with a GBP denominated investment. PS, I was in studio with Ivan Yates earlier this week advising on claiming back tax reliefs before year end. The link to the podcast is below. Take a listen.

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Make a list, check it twice for 2019

Make a list, check it twice for 2019

As we head into the final furlong of 2018, it’s time to consider what action you are going to take in relation to your personal finances in early 2019. This morning I am looking at four areas that need your attention.

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Long life is great, but ill health can quickly change that

Long life is great, but ill health can quickly change that

You probably heard in the news this week about the TILDA report on aging in Ireland which found that life gets better as you get older – well, up to the magic age of 68 anyway. It’s actually a really interesting report – I’ve given a link to a summary of the report in the newsletter – but for me it throws up an existential question. I’ve put forward my view and I’d be curious to know yours.

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