Your 3 money buckets explained

At Foundation Stone Financial Planning, when we work with clients we examine what we describe as “three money buckets” – which are essentially short term, medium-term and long-term investments or funds. 1: Your Contingency Bucket This is the amount of money you require to manage if a bad event occurs.

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INTERVIEW: Navigating life, retirement and income protection

David Lunn, founder of Foundation Stone Financial Planning chatted with the straight-talking presenters of Kilkenny Today Business, Fran Grincell and Pat Treacy, on Community Radio Kilkenny City. Community Radio Kilkenny City · THUR Kilkenny Today Business 13th January 2022 PODCAST [The interview kicks off at 3 mins and runs until

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BLOG: How to make better financial decisions

One of our favourite books is ‘Thinking Fast and Slow’ by Nobel Prize winner Daniel Kahneman. It reminds us that one of the hardest things for people to do is to make objective financial decisions. So, when it comes to making better financial decisions, we need to be aware of

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Estate Planning

Will your assets pass to the important people in your life? Have you thought about a gift while you live? Have you thought about the tax implications of your estate? Use the 2-minute quiz below to see if you are prepared.

Pension and Investments

Is the investment return that you are seeking appropriate for your needs? Are you saving tax efficiently? Are your investments delivering what you need? See how you feel about these and other important questions with our 2-minute quiz.

Lifestyle Wheel

Use our lifestyle wheel to see what areas of your life could do with an overhaul. Remember life is not a rehearsal.

Financial Planning

Have you planned so that you can live the life you want to? Use this 2-minute test to see how you score against the main areas you can control to ensure you do.