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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Covering workers for pension, sick pay and death in service
Many of you may already be familiar with the Sectoral Employment Order (SEO), for the construction industry, this was the first SEO announced in October 2017 and written into law by…
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“I have mortgage protection anyway, sure that’s the same thing right?” Yes, and No
Mortgage Protection is indeed Life Cover. It will pay off any outstanding balance on your mortgage if you die and it is designed to decrease as your mortgage…
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If you follow this regular advice column 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, CERS and the Construction…
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Self-Employed now entitled to sick pay
With effect from December 2017, self -employed people in Ireland have finally became entitled to long- term sick pay. This is great news for this cohort of people, who typically have been treated unfairly…
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By the time you are reading this piece, the third flagship #BuildingEquality campaign event from the Construction Industry Federation will have taken place on International Women’s Day. The purpose of this is to recognise the women that already…
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I do not want to start 2018 off on a gloomy note, so I will start with the good news!
With effect from December 2017, self-employed people in Ireland finally became entitled to long-term sick pay. This is great news for this cohort of people,…
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Tax Cuts in 2018
In this year's budget the Minister for Finance, Paschal Donohoe, has announced €1.2 billion in new spending and tax cuts, split on roughly a 2:1 basis in favour of spending. CPAS has reviewed the details of Budget 2018 to…
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You may have recently heard of Grant Sabatier, a 31 year old apparently self- made millionaire – who blames avocado toast for the reason millennials can’t save money. Grant’s theory, when read properly actually makes a lot of sense, he…
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Well.. No.. and Yes
I’ve penned a few jargon busting articles here over the last few years as I’ve assumed (yes, I know what they say about assuming) that it is only the language around Pensions that is complicated. In talking to people…
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Ship Shape
In trying to compile my annual top tips for the coming year, I researched far and wide for pearls of wisdom that I might not have already thought of myself....this was my favourite: “Get Your Finances-and Body-in Shape".
One…
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Budget 2017 in Review
We reviewed the details of Budget 2017 to provide you with the relevant information relating to pensions and your personal finance. Normally our focus is on pension matters and over the last number of years there has been…
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Life 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
NewsThe construction sector is ahead of the game
NewsIs Life cover important?
NewsThe need for mandatory pensions in Ireland
NewsAre you covered for sick pay?
UncategorisedBuilding Pension Equality
UncategorisedReviewing Your Finances in 2018 - The Doom and Gloom
UncategorisedAt a Glance - Budget 2018
NewsAvocado Toast
UncategorisedAre Pensions too complicated?
NewsTop tip for improving your finances in 2017
NewsAt a Glance - Budget 2017
News