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.

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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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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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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.

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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.

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On your marks, get set…

On your marks, get set…

A big welcome to the many new subscribers to my mailing list over Christmas, and thanks to my many loyal readers for sticking around. 2018 may have slipped by in a flash, but don’t let 2019 go by without doing some all important planning for your future.

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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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