Take a DB transfer or retain a DB benefit?
Take a DB transfer or retain a DB benefit? The importance of financial advice If you are between 40-60 years of age and worked in the private sector, you may be fortunate enough to have a ‘Defined Benefit’ (DB) Pension, i.e. an occupational pension from a previous employer that amounts to a promise (not a guarantee) to […]
US Passport Holder Who Doesn’t Know Your PFIC from your ARFs?
US passport holder who doesn’t know your PFIC from your ARFs? Over the past 20 years we have seen many US citizens move to Ireland to work for one of the many US multi-nationals. There have also been thousands of returning Irish who bravely moved to the USA in the 1970’s, 80’s and 90’s. An […]
Market turmoil – panic is for those without a plan
Ok, its officially a market correction, with the US ‘S&P 500 index’ down today {close of business GMT} over 25% since its high on 19/02/2020. The main factor causing this slump is the uncertainty from the health risk to the world population caused by a Global Pandemic* ‘COVID-19‘. (*WHO announced a Pandemic, 11/03/2019). This time round there is no finger pointing at financial institutions for poor credit underwriting ‘Sub-Prime Housing Lending’.
Retirement is the new black here why?
Retirement is the new black here why? Who says retirement means you have to slow down? Gone are the days when we had to do 40 years’ hard labour before a few twilight years pottering around the garden. With a good financial plan it’s possible to spend 20, 30 or even 40 years living the […]