Entries by Michaela Courtney

Planning for your retirement?

We mean two things when we talk about planning for retirement.  The first plan is to set up a pension scheme, either a personal pension or participation in your employer sponsored occupational pension scheme.  Then you will need to regularly contribute, throughout your working life with the aim of accumulating a pot of money, which […]

The Benefits of reading your benefit statement.

If you have a pension plan do you read and understand your annual benefit statement? If you don’t here’s some free advice! In Milestone Advisory, I spend the majority of my time with clients who are approaching retirement or who have already reached this particular milestone.  This part of the financial lifecycle is about taking […]

Interested in reducing your Tax Bill?

Making contributions to a pension plan could be the answer to reducing your tax bill. Did you know that you can make a contribution to a pension plan before the 31st October each year and claim tax relief for the previous year? October 31st (or 12th November 2019 if you use the Revenue Online Services (ROS) […]

Why Diversify?

Famed economist and Nobel Prize winner Harry Markowitz called diversification “the only free lunch in finance.” The thought is that by diversifying, an investor gets the benefit of reduced risk while sacrificing little in expected returns over the long run. Diversification is a technique that reduces risk by allocating investments in various different asset classes. […]