Tag: «financial planning»

Etiqueta 'financial planning'

Financial planning for the New Year

Perhaps the key rule for successful wealth management is that it must be specifically structured around your lifestyle, plans, family situation, income requirements, objectives, time horizon and risk tolerance.

Cathal Rochford06/01/2025 13:32

Your money needs to last as long as you do, so having a financial planning road map is important

Your money needs to last as long as you do, so having a financial planning road map is important.

Archives 10/07/2024

Paperwork

Protect your pensions and retirement savings for the long-term

Pensions are key for our long-term financial security, but they’re complex.

Cathal Rochford, Partner Blevins Franks10/07/2024 10:22

Pensions are usually key to financial security through retirement

Paperwork

Resolve to review your financial planning for 2024

If you do not already have a financial plan in place for Spain, take a fresh look at your savings and investments.

Cathal Rochford, Partner Blevins Franks08/01/2024 14:49

Plan your retirement with the help of an advisor

Living

Investing for a secure retirement – part 2

Part 1 highlighted the need for retirement savings growth and the risks of timing the market. Part 2 emphasizes immediate investment, risk management through diversification, and tailored, tax-efficient plans.

Cathal Rochford, Partner Blevins Franks02/11/2023 15:35