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Retirement Planning
Written by Aidan Kelly   
Monday, 28 June 2010 09:28

When people hear the word "Pension", they think old person and monies from the state! When you are planning ahead for when you will not be working after 60 - 65, you should think retirement planning. Retirement is about having the ability to keep a certain level of lifestyle while taking into account certain needs are usually met at that stage, house paid for and kids educated, well hopefully anyway!

The sooner you can start providing for retirement the better it will be. All this takes is having a financial plan, take advice and set a budget and then review at least once a year. The best part is you will get at least 20% tax relief and if on the higher rate 41%. There are lots of funds out there and not all risky so get planning!

 
Investments
Written by Aidan Kelly   
Monday, 21 June 2010 11:15

There are a huge amount of options available currently for anyone with some money to invest. To choose correctly you need to know:

* Investment term you are willing to commit too.

* Level of risk you wish to take on

* Amount to invest and charges incurred

* Track record of company you are dealing with

 

 

Aidan

 
Review Time
Written by Aidan Kelly   
Monday, 21 June 2010 00:00

We have seen the turmoil and now we need to move on! This can be harder than we think but we cannot keep looking back. There has never been a better time to shop around for all products and this includes financial committments. Look for a review on your financial committments and take some time to make sure your financial needs are fully covered!


Aidan

Last Updated on Monday, 21 June 2010 10:18
 
Equities
Written by Aidan Kelly   
Wednesday, 26 May 2010 13:21

Deposit accounts are paying very little so now it is time to look at investments in equities. There is a huge range of products to choose from. Anyone with money to invest needs to look at thier time horizon, attitude to risk and quality of company backing any guarantees offered.

More later!

 

Markets still turbulent, China and the US will lead us out but when? Clients need to take a long term view but look for short term opportunities as well

Last Updated on Friday, 11 June 2010 15:37
 
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