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Welcome to Lyons Insights
Welcome to this latest edition of Lyons Insights.
First of all and with many people about to renew their Health Insurance, we've given you a glimpse below of the great offer we have available through our First Cover plan. Please give us a call if you'd like to find out more.
In our first piece this month we set out the final in our age based articles - this time our thoughts are aimed at those of you in your 70s and your specific financial challenges. Then we get you thinking about your financial future and suggest some Big Picture planning that you might want to consider as 2023 approaches.
We hope there is something of interest to you.
Roisin & the team at Lyons Financial Services
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People in their 70's
n this final instalment of our age-related articles, it is now the turn of the more senior members of our communities – all of you in your 70’s and older. This group have some very specific financial challenges, so here are some thoughts on wisely managing your financial affairs.
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Big picture planning
Let’s make it a real resolution in 2023 to focus together on the big picture when it comes to your finances. All too often, it can be very easy to be dragged down into weeds – in our world that’s the (very important too) world of products, funds and fund managers. Don’t get us wrong, these really matter and need to be discussed, but never at the expense of discussing the bigger picture.
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