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?

Read More

You’re invited!

You’re invited!

Due to overwhelming demand, I am hosting an interactive panel discussion next Thursday night on succession planning – and you’re invited! You’ll find details of the lineup below. I hope to see you there.

Read More

The definition of insanity? You.

The definition of insanity? You.

A friend did a business course recently and the tutor encouraged the participants to stop what they were doing once a day and ask themselves “Is what I’m doing now contributing to my success?” I like the idea of questioning our logic for doing what we’ve always done. I don’t expect you to do it very day, but you should certainly be doing it every time a major event in life comes along.

Read More

Doctor, doctor, why have you already filled out my prescription?

Doctor, doctor, why have you already filled out my prescription?

If you ever walk away from a situation scratching your head, what is the eventual outcome? The impact of today’s actions are often invisible for many years to come. Tread carefully.

Read More

Making your intentions known leads to a harmonious family life

Making your intentions known leads to a harmonious family life

The biggest barrier to putting a long term plan in place is down to its execution. But remember, you reserve the right to change that plan at any point in the future.

Read More

How much should you invest? All, bar this amount…

How much should you invest? All, bar this amount…

At an event I hosted in McAuley Place in Naas a few weeks back,the feedback was very much around “more time needed” to get a better understanding of the subject matter. While today’s topic is on a more basic conundrum, it is worth considering my rationale.

Read More

The kick up the backside I needed

The kick up the backside I needed

One of my clients was telling me this week that the following post resonated with her at the time of writing (May 2017). Because of that, I decide to rerun it today. I’d love to hear your thoughts. Drop me an email and let me know.

Read More

Would you move in with your elderly parents? It may just be the home of the future.

Would you move in with your elderly parents? It may just be the home of the future.

The inspiration for this week’s topic comes from Mary Condell from Sage Advocacy, one of my guests at the information evening I hosted on the Fair Deal Scheme and enduring power of attorney last Thursday week. She kicked off by asking which one of us doesn’t want to keep on living in our own home. What would your answer be?

Read More

Don’t confuse suffering through the ‘bad times’ as an automatic entitlement to share in the ‘good times’

Don’t confuse suffering through the ‘bad times’ as an automatic entitlement to share in the ‘good times’

I was asked to answer a reader’s question on investing in property for the Sunday Times Ireland Edition last Sunday. I’m sharing it with you this morning with a post-script based on broadcaster John Bowman’s rather harsh treatment at the hands of the Residential Tenancies Board, which, I think you’ll agree, supports my general argument.

Read More

Why financial advice needs to be tailored to You

Why financial advice needs to be tailored to You

Situations that superficially appear to be similar may be drastically different when they are delved into. Doling out the same advice in these circumstances could lead to devastating result in each case.

Read More