What is Equity Release?

What is Equity Release?

Home Equity Release, on the face of it, is one possible solution for homeowners short on income but living in a large valuable home. For many in this position the obvious answer is to downsize, which as I’ve written before has its pros and cons. The biggest barrier to...

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The 7 Baby Steps

The 7 Baby Steps

Dave Ramsey's famous 7 Baby Steps are a set of financial guidelines to help individuals achieve financial stability and build wealth. The idea is that each step builds on the previous one, the ultimate goal being financial freedom and peace of mind. Here's a...

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UK State Pension Explainer

UK State Pension Explainer

This explainer is aimed at people resident in Ireland who have spent time working in the UK at some point in the past. Did you know you can cheaply top up your UK State Pension? Here’s a quick Q+A. Q. Can I have both an Irish and a UK State Pension? Yes, if you...

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Irish Cohabiting Rights

Irish Cohabiting Rights

For better or worse, marriage is in the decline all over the world. In Ireland, cohabiting couples form a significant portion of the population, but their legal standing has often been a grey area. Understanding cohabiting rights is crucial, especially when it comes...

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The Value Of Financial Planning

The Value Of Financial Planning

Do you need a Financial Advisor? Yes. You do. We all do. Why? Because an expert advisor will save you from making poor financial decisions and guide you towards a consistent and disciplined investment strategy. But don’t just listen to me, here’s the evidence from...

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Tax on Shares and Options

Tax on Shares and Options

More and more employees now receive part of their remuneration in the form of company shares and/or options and/or RSUs. But many are given less than adequate advice on the taxation of these benefits and their Revenue reporting and paying responsibilities. Here’s a...

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The Magnificent Seven

The Magnificent Seven

Global stock markets are steadily recovering from a dismal 2022. The bellwether S+P 500 is up 14% this year. And yet doubts about this rally persist, based mainly around two key worries. One, unless interest rates come down very quickly, the possibility of a recession...

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The Fair Deal Scheme

The Fair Deal Scheme

The Nursing Homes Support Scheme, known better as the Fair Deal Scheme, provides financial support to people who need long term nursing home care. There’s a lot to it so here are the key points you need to know. 1. Care Needs Assessed Before confirming that long-term...

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The Best Returns on Savings

The Best Returns on Savings

Bank and credit union savings rates have shrunk to almost zero over the last several years. So how do we get the best returns on savings and, more importantly, given this extremely low rate environment, what is the best way to save in 2022? How much to keep in the...

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