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How to get people to take ownership of their pension planning?

Josephine and I met with a husband and wife last week, we were reviewing their existing pension planning. They run a successful family business through a limited company. As they are fast approaching retirement age we were discussing the income that their funds might generate for them in retirement. Also and very importantly they wanted

By |2017-01-30T12:51:18+00:00August 11th, 2015|Categories: Family Business, Retirement Planning, Succession Planning|0 Comments

John Francis Maguire

I would love to be able to go back in time and meet John Francis Maguire as he was probably a fascinating man. He was born 200 years ago in 1815 and was my mother Frances Dwyer’s great grandfather. During the week I was walking through Academy Street in Cork where one of our national

By |2017-01-30T12:52:12+00:00February 3rd, 2015|Categories: Family Business, Succession Planning|5 Comments

Ted my boy you are as loose as a goose!

Last week on holiday in Kerry I had arranged to play in a four ball at Waterville Golf Club one of the most wonderful golf courses in Ireland overlooking Ballinskelligs Bay.  Driving over the road to Waterville I was thinking of the man who put Waterville on the map for so many visiting golfers. Waterville

By |2017-01-30T12:52:33+00:00September 3rd, 2014|Categories: Family Business, Golf Story, Racing stories, Succession Planning|0 Comments

Annuity or ARF

It was interesting to read recently that the UK Government has made a decision to allow people to have a choice of  1. Buying an annuity at their selected retirement age                                         Or  2. Investing their retirement fund and managing it themselves to provide income in their retirement. It is a major change in legislation

Doing Business with other Family Businesses Owners

I watched last week a video from the wealth channel in America and it was an army veteran who is now a financial advisor and he does much of his work with other war veterans.  The reason why is that he understands their needs and their problems and basically he was saying that it is

Plan the flight and then make sure you fly the plan!

My friend David Woods in the USA does a weekly video on The Wealth Channel American College and I really appreciated his latest one. David used to be a pilot with the USA Air Force before he took up the much riskier occupation of becoming a life insurance agent! David talked about pilots properly preparing