The last few months have been a stressful time for humanity. The mental load of worries and concerns arising from Covid-19 are many and varied. Humans are resilient and while we adjust to our new ways of working, shopping and restricted travel,…
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During this Covid -19 pandemic, one thing is certain and that is that nothing is certain and stock markets do not like uncertainty.
Over the last few weeks, we have witnessed the shortest sharpest shock to the stock market in history. World…
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The State pension has had a lot of attention over the past few weeks. In this month's Construction Magazine, Susan outlines what issues should be considered when discussing it.
From 2021, the age at which a person becomes entitled to collect…
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We mean two things when we talk about planning for retirement. The first plan is to set up a pension scheme, either a personal pension or participation in your employer sponsored occupational pension scheme. Then you will need to regularly…
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Mortgage Protection Versus Life Cover
I frequently get asked this by clients and friends alike…they go on to say “I have mortgage protection anyway, sure that’s the same thing right?” Yes, and No.
Mortgage Protection is indeed Life…
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The State Pension has been in the news a lot in the last week. With all the news circulating, it’s fair to ask what is actually happening. In this post, we look at what is going on with the State Pension.
Update: Due to the Covid-19 pandemic,…
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In this month's Construction Magazine, Susan asks if Ireland will finally become wise about pensions in the coming decade.
This year is the beginning of a new decade and a good point to take stock of the last one while looking to the future.…
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If you have a pension plan do you read and understand your annual benefit statement? It's vital to review it as this could unlock some benefits to help your finances.
In Milestone Advisory, I spend the majority of my time with clients who…
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Protecting You, Your Family and Your Future
Health and Safety is vital in the construction sector. Protecting your finances is also an important part of your future planning. The way to protect your finances is to save for the future and…
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In October each year, the Construction Industry Federation (CIF), run their annual Safety Week campaign. This campaign serves as a reminder about the health and safety of everyone involved in the Construction Industry. The ultimate goal is to…
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It's time to take control of your pension planning.
If you haven’t already started saving for retirement, it’s not too late. The current tax relief available within the pension framework was designed to allow older people save more money. As…
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Taking a holistic approach
While the role of the financial adviser is to focus on the money, sometimes the planning phase can raise other issues a client has not previously considered.
In the pre-retirement financial planning phase, it is…
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In this edition of Irish Building Magazine, Susan O’Mara, Financial Services Consultant with Milestone Advisory gives some tips on financial changes we can make to help improve our financial health in 2019.
If you are one of those rare…
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The “2018 National Skills Bulletin”, published by SOLAS, makes for interesting reading if you are running a company; you need to know what is in store for the labour market in your sector.
If you are a parent with kids pondering their…
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This year, it's time for us all to think about planning for the next 20 years rather than just on the year ahead when it comes to planning for our retirement.
At this time each year, I would usually write nine things to do better in 2019…
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For most people, paying less tax is desirable. Paying less tax through tax relief schemes is possible and it's a great way to help yourself in the future.
It’s that time of the year again when financial advisers and accountants are focused…
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What is the pensions time bomb?
In a short, it's the unavoidable shortfall between pension requirements and the State's ability to pay it.
Excluding public sector workers, who have close to full pension coverage, the private sector figure…
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If you follow my regular advice column in Construction Magazine, you’ll note that there is a heavy bias towards retirement planning. As a Financial Advisor for the construction sector, I meet many members of the sector’s two big schemes,…
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Did you know that if you are a business owner, there is a way to protect your business in the event of the death or serious illness of an important member of your team?
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The team in Milestone Advisory are proud to be Gold Sponsors at the Irish Construction Industry Awards held in City West on Thursday 14th June 2018.
The Irish Construction Industry Awards recognises and rewards companies who strive for excellence.…
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Life Cover and Covid-19
UncategorisedFinancial Guidance During a Crisis
UncategorisedWhat is going on with the State Pension?
UncategorisedPlanning for your retirement?
UncategorisedIs Life Cover Important?
UncategorisedIncreasing the Age of Retirement in Ireland
UncategorisedGetting yourself Pension-Savvy
UncategorisedThe Benefits of reading your benefit statement
UncategorisedProtecting your Finances
UncategorisedProtect your finances - save for the future!
UncategorisedTaking Control of your Pension Planning
UncategorisedLife After Career
UncategorisedSome tips to improve your financial health in 2019
UncategorisedAttracting and Retaining Staff
UncategorisedWhat's your financial plan for 2019?
UncategorisedTax Relief through Pensions
UncategorisedThe Need to Defuse the Pension Time Bomb
UncategorisedThe need for mandatory pensions in Ireland
UncategorisedA Guide to Key Person Cover
UncategorisedIrish Construction Industry Awards 2018
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