Category Archives: Financial Services

A Different Era

The fitness levels on display in the last Sunday’s All Ireland final once again had us in awe. Similarly, when I watch Rugby and many other sports I marvel at the speed, strength and athleticism of today’s players. Matches have … Continue reading

Posted in Banking, Cork, Deposits, Financial Services, Investments, Ireland, Protection, Savings, Uncategorized, Wealth | Tagged , , , , , , , , , , | Leave a comment

How will investment markets react to Trump or Clinton as President?

The gap between the two candidates has all but closed as we fast approach the 8th November finish line. Markets will either rise, fall or stay the same immediately after the election. This short term ‘movement’ has always been unknowable … Continue reading

Posted in Cork, Deposits, Financial Services, Investments, Ireland, Pensions, Retirement Planning, Savings, Tax, Uncategorized, Wealth | Tagged , , , , , , , , , , | Leave a comment

Avoiding the Behaviour Gap

Understanding the behavioural gap
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Irish Banking Sector Takes Major Hit

The actions undertaken by Danske and Acc bank are the result of “the on-going recession in Ireland”. Also the government levy put on banks which was announced this month and will raise €150m a year, probably did not help the foreign-owned banks. Continue reading

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Budget 2014 – Pensions, Inheritance Tax and Saving

Pensions The good news is that the tax incentives supporting pension planning remain Good news #1: Marginal rate income tax relief retained on pension contributions Good news #2:  No changes to the €200,000 tax free retirement lump sum limit Good … Continue reading

Posted in Cork, Deposits, Financial Services, Investments, Life Assurance, Pensions, Protection, Retirement Planning, Savings, Serious Illness, Social, Wealth | Tagged , , , , , , , , , , , , , , , ,

Safeguard Your Pension

Recently we have seen episodes that have made people’s financial lives suffer approaching their retirement. Two particular episodes have made recent headlines: • Private U.K. pension company ‘Equitable Life’ has effectively gone out of business. Estimated total losses for the … Continue reading

Posted in Cork, Deposits, Financial Services, Income Protection, Investments, Life Assurance, Pensions, Protection, Retirement Planning, Savings, Serious Illness, Tax, Uncategorized, Wealth | Tagged , , , , , , , , , | Leave a comment

Bigger isn’t always better

Companies paying high dividends can look attractive however you need look closer before you buy. This article explains why. Income seekers may be lured in by companies which pay high dividends but there may be a more sinister reason behind … Continue reading

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