Consider adding terms and conditions to your will

Consider adding terms and conditions to your will

Passing wealth on to the next generation is a cornerstone of our society, yet it has the potential to go badly wrong. We need to radically change our attitudes to inheritance. In a nutshell, we need to outline out intentions before it’s too late.

Read More

Retirement Series, Part 2; Understanding the Basics

Retirement Series, Part 2; Understanding the Basics

As part of our ongoing ‘Retirement Box Set’, we move on to outlining some of the basic ingredients required before you submit your request to retire.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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…

Read More

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.

Read More

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…

Read More

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?

Read More