Three questions to ask yourself when thinking about retirement

Three questions to ask yourself when thinking about retirement

A sound financial plan for retirement can’t be designed unless you have a clear view of what retirement is going to look like. Most of us are clear on what we are retiring from, but do we know what we are retiring to? I have three questions for you this week.

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7 Things to Consider Before You Retire Part 1: Get your head around it

7 Things to Consider Before You Retire Part 1: Get your head around it

This is the first of my seven-week series on planning for retirement. I’m just asking questions today because asking questions gets us thinking. I’d also encourage you to start a conversation with your nearest and dearest, even if you don’t have all the answers – especially if you don’t have all the answers.

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Seven Things to Consider Before You Retire

Seven Things to Consider Before You Retire

A common misconception is that ‘retirement’ is something that is handled by HR and you don’t have to do anything much yourself. Actually, there is a lot to think about and the better prepared you are going into it the better the outcome will be. This week’s newsletter is the introduction to a series on the seven things you should actively consider if you’re approaching retirement in the next few weeks, months or years.

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Treading Water

Treading Water

The reaction to last week’s post was impressive. Remember, don’t sweat the small things. Sweat the big things instead.

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Someone should tell Suze Orman to p**s off

Someone should tell Suze Orman to p**s off

Happy Easter! Budgeting is a hot topic in blogs and the personal finance pages of MSM – but is it a game changer? One so-called expert recently claimed that if you were to save the money you typically spend on fancy coffee, you would amass a tidy sum that many people would be happy to retire on. But she’s full of shi…

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Beneficiaries should understand that equal is not always fair

Beneficiaries should understand that equal is not always fair

How does one divide up one’s estate fairly amongst one’s children or beneficiaries? It’s a question that keeps many people awake at night and can be the main obstacle to writing (or rewriting) a will. Remember, fair is not always equal.

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Seven tips from the experts on writing a will

Seven tips from the experts on writing a will

This blog draws on the panel discussion I hosted a couple of weeks ago at McAuley Place – Managing Your Affairs in Sickness and in Health. My panel included solicitor Sharon Cahir and Rebecca Lloyd, Public Engagement Officer with the Irish Hospice Foundation (IHF). They had some really useful insights into making a will – both the why and the how. Don’t wait for the family gathering Don’t wait until all your children are together to have the conversation. In solicitor Sharon Cahir’s experience, getting everyone together for a ‘nice…

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What’s his is mine, right?

What’s his is mine, right?

60% of women in the US over 65 are single, divorced or widowed. In Ireland, with women living on average 4 years longer than men, and the small but growing divorce rate, there is a strong likelihood that women will need to, for at least some of their later years, live by their own means. Are you prepared?

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Sailing with the Tides

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

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In search of security

In search of security

Is there any sense occupying a family home which is now surplus to requirements? Nobody is ever obliged to sell, but there are a few benefits. However, what impact will this have on the extended family if that’s the decision you ultimately make?

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