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Financial planning in your 40's
Will you leave a financial windfall or a mess when you die?
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May 2022
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November 2021
September 2021

Contact
Foresthill Financial Planning

J2 Maynooth Business Campus
Maynooth, Co Kildare.

Tel: +353 (0)1 6549020
Fax: +353 (0)1 6549021

Brian Culliton copy

Welcome to this latest edition of our newsletter, we hope there is something in here for you to enjoy and to get you thinking about positive ways to impact your personal finances. 

 

Our first piece this month is the next in a series of age-based articles and the financial planning challenges faced by different groups of people. Now it's time to look at the financial challenges for people in their 40's. This is followed by a piece about estate planning - will you leave a lasting legacy or a financial mess and a large tax bill when you are gone?

 

Finally we've provided our usual selection of articles that we found on the web that we think might be of interest to you.

 

Best wishes

Financial planning in your 40's
 

In our last newsletter, we wrote about what's important financially for people in their 30s. We got quite a few comments about this piece and some requests to set out the financial priorities for people in their 40s. So here goes...

 

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Will you leave a financial windfall or a mess when you die?
 

As Benjamin Franklin once said, “in this world nothing can be said to be certain, except death and taxes.” However the good news is that both of these don’t necessarily have to occur together.

 

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