As our clients progress through their financial lives, we see a consistent trend. Thoughts tend to move from thinking about the “here and now” to a much greater focus on the future.

OK, we don’t want to blow our own trumpets, but we got access to some research recently that was simply too good not to share the key findings with you. The research titled “The value of financial planning” was carried out by the Financial Planning Standard Board, in which they surveyed over 15,000 consumers in 15 countries, including Ireland. The full report can be found here.

"Early on, write your desired obituary — and then behave accordingly."

Retirement math isn’t what you think!

An important investing principle is : Good investing is not about understanding the numbers; it’s about understanding human behaviour.

Lots more good years than bad years...

What should you be doing in the five years or so before you retire, to make sure your retirement is a successful, financially bountiful, comfortable one?

The rules for a successful life—financially and otherwise—are pretty timeless.