The answers to the questions that keep us awake

The answers to the questions that keep us awake

This week I’m looking at insomnia and how to cure it… I’m only half joking. The great retirement questions can keep us awake at night and yet the answers are really quite simple. Read on.

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A little more transparency can enhance relationships

A little more transparency can enhance relationships

Liam, now a retired medic, lived and worked in North Carolina for most of his adult life. He got a call from his financial planner one day. His planner told him it was time to be transparent about his estate. When I spoke to Liam recently, he stated that the meeting proved to enhance already good relationships with some family, and teased out any underlying tension with others. Think about your approach to family today.

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When everything changes, change everything

When everything changes, change everything

Sometimes change passes us by, without us taking much notice of it. It’s necessary to be able to identify change, because when everything changes, you may need to change everything.

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Opportunities to invest in property without having to own the property

Opportunities to invest in property without having to own the property

Never a week goes by without a client telling me about the merits of buying bricks and mortar. As many regular readers know, I’m wholeheartedly against property as an entire investment strategy. Maybe there’s a happy medium. Read on…

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Satisfaction Explained

Satisfaction Explained

I’m hosting another one of my information evenings in McAuley Place on Thursday 22nd August at 7pm. This one is all about those small changes that make a big difference to our physical, mental and financial well-being. If the last two evenings are anything to go by, this will be a very interesting evening.

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Is there a right time, or can you leave it too late, to get your affairs in order?

Is there a right time, or can you leave it too late, to get your affairs in order?

I answered a few questions from readers of the Sunday Independent about wills, property and retirement last weekend. I have plucked the one about the right time to make a will. Here’s the thing, there is never a bad time, only a time when it’s too late. Do something today.

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The AIB IPO was never about value. It was always about risk.

The AIB IPO was never about value. It was always about risk.

Bank shares are back in the news, but for all the wrong reasons. At the time of AIBs IPO in 2017, the media were at pains to talk about value. But few talked about the associated risks. Two years on, what have we learned?

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Early retirement may impact your State Pension. Here’s what to do

Early retirement may impact your State Pension. Here’s what to do

While you certainly won’t be in the clover, the state pension and other state benefits are not to be ignored. But you may not qualify for the maximum benefits available, so this week, some tips on how to maximise your state pension.

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Reframing your approach to money

Reframing your approach to money

Today’s blog is about radio, rules of thumb and reframing how you think about money.
Enjoy today’s (on-time) bulletin.

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Get your house in order

Get your house in order

Most of us want to stay in our own homes for as along as we can as we age. While that part of your life might seem like a long way away as you reach retirement, my retirement series blog this week urges you to make ‘aging in place’ one of your financial goals.

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