The new Auto Enrolment scheme called “My Future Fund” designed to help over 800,000 workers to begin saving for their retirement was due to start this September 2025. However last week the Government confirmed that the start date for “My Future Fund” is now being pushed back until 1st January 2026 so that the collection […]
Looking for something to do this May Bank Holiday weekend???
The May Bank Holiday marks a welcome long weekend – giving us the perfect opportunity to relax, enjoy time with loved ones, or explore new experiences. Have you plans for the weekend? You may be planning on simply enjoying a restful day, catching up with friends or maybe a getaway. If are in Limerick why […]
Happy International Women’s Day 2025
As a female CERTIFIED FINANCIAL PLANNER ™ I’m passionate about helping women take control of their finances. As women we often talk about career growth and the workplace but we often forget our finances. Only 23% of women globally take charge of long-term financial decisions. The lack of involvement can lead to financial vulnerability especially […]
Focus on helping the planet through small changes !
As we head into another new year we often think of improving ourselves in some way, shape or form! I listened to a very interesting podcast recently “Impactful Environmental Resolutions We Can Make” – by Jo Linehan. This had a particular focus on things we can do to help the environment and reduce the effects […]
Pensions and More Pensions !
This year has brought a lot of legislative changes particularly around pensions, with more to come in 2025. There has been a lot of changes and as we approach the end of the year we thought we would do a quick summary of these: PRSAs (Personal Retirement Savings Plans) These gave opportunities to Company Directors […]
The Three C’s of Investing !
Equities posted significant gains during November especially in the US which responded positively to Trump’s election. This was fuelled by optimism around potential economic policies like tax cuts and deregulation. The S&P 500 is up nearly 6% for the month of November – its strongest monthly performance so far this year. The ‘Magnificent Seven’ a […]
Mortgage Protection – All you need to know !
You will need Mortgage Protection if you are buying a home and taking out a mortgage. Like many people your mortgage will be your biggest financial liability. Your lender will stipulate that you have at least a basic Mortgage Protection plan in place before you draw down your loan. Mortgage Protection is a very affordable […]
Amazon is celebrating 30 years old this year !!
Amazon is 30 years old this year – on the 5th July to be exact ! Who would believe from its humble beginnings as an online bookshop founded in a garage in Seatle that it would become the fifth most valuable company in the world. Jeff Bezos, its founder, is now one of the top […]
What does a Financial Planner do? Day 7 of 7!
So finally folks we have come to number 7. Hopefully, this has helped you understand more what a Financial Planner does?This list is not conclusive of course but we hope it has given you an understanding of how we help clients that engage with Lifestyle Financial Planning
What does a Financial Planner do? Day 6 of 7!
Life is NOT a dress rehearsal- this is it and it is NOW!We encourage our clients to live their best life when working through their Financial Plan!
