Nancy Doyle

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Nancy Doyle, CFA, is the founder of The Doyle Group. She has thirty years of experience in wealth management, investments, corporate finance, and consulting. She is a graduate of Georgetown University and received an MBA from University of Michigan’s Ross School of Business.

Creative Approaches to Philanthropy

Managing your financial life also involves philanthropy, or investing in others. November is a time when we all think about giving back. There are many facets to philanthropy besides contributing financially. We have numerous opportunities to support important causes and not all involve money. You can donate items, give your time, or share a talent. In this guest column for the Daily Herald Business Ledger, I profile two impactful organizations that enable you to give in innovative ways. Doyle, Nancy: “Creative Approaches to Philanthropy” Daily Herald Business Ledger See link below: Daily Herald Business Ledger

Things Women Over 40 Should Know About Money

Educating yourself about finance and investing is important for all of us, especially for women. During our lifetime, most of us go through transitions with a financial impact – marriage, homeownership, parenthood, starting a business, divorce, widowhood. In her piece, “40 Things Women Over 40 Need to Know About Money”, Karen Doyle shares financial advice for women in middle life and beyond. The 40 points raised – mine and those of other financial experts – address many essential topics all women should consider as they plan for their future. Karen Doyle “40 Things Women Over 40 Should Know About Money” www.gobankingrates.com 40 Thing Women Over 40 Need to Know About Money

Review of Manage Your Financial Life on Empartnow.com

If your best friend was looking for a little advice and asked how you handle your finances, what would you say? You balance your checkbook, signed up for online banking and try your best to stick to a budget. That’s good enough right? Unfortunately, that seems to be the approach many women are taking. According to a recent survey by Financial Finesse, women are still way less confident than men when it comes to their finances. And worse yet, they’re failing to do what’s necessary to get their “financial houses” in order. Women tend to overspend and aren’t saving nearly the amount needed for retirement, which is especially troubling as we tend to live longer. Money is a very personal and private topic for most women. We feel vulnerable and maybe a little embarrassed that we don’t have a better handle on that bottom line. But there are plenty of things…

WGN Radio Wintrust Business Lunch – How millennials can save a million dollars for retirement

On August 1st, Nancy Doyle was a guest on WGN Radio Wintrust Business Lunch. The topic was how millennials can save a million dollars. It is important to start early and be consistent. Save and invest every year. You also must be disciplined. Once you invest that money, you cannot touch it. Last, use reasonable assumptions for annual investment returns, or what you expect to earn on your money every year. Note – the segment begins at 23:45. WGN Radio Wintrust Business Lunch

Mange Your Financial Life profiled on Niecyisms & Nestlings

During Middle School, one of my teachers put me through torture. While he lectured, we were required to keep our pens down on our notebooks, no note-taking, no doodling, no passing notes, and no fidgeting. Simply focus and pay attention until we were instructed to write down notes. Not necessarily torture for some, however, that was not necessarily my learning profile style. I love writing down notes, and my copy of Manage Your Financial Life: A Thoughtful, Organized Approach for Women is completely noted from cover to cover. Money management class is in progress with this financial investment planning advice that any savvy woman (or man) will happily take to the bank. Thank you to the PR team for Nancy Doyle for the courtesy of providing a promotional copy for editorial content purposes. Financial Investments Any Savvy Woman (or Man) Will Take to the Bank  I’m putting out the call in my Beyoncé voice, “All my…

Nancy Doyle was a guest on WBBM’s Noon Business Hour

WBBM’s Noon Business Hour for 7/12/2017 On July 12th, Nancy Doyle was a guest on WBBM Newsradio Noon Business Hour. The topic was important retirement milestones. Take advantage of catch-up provisions starting at age 50 that allow you to put away even more money for retirement.  For 401(k) and 403(b) plans, those over 50 can save an extra $6,000 for retirement, or up to $24,000.  For IRA and Roth IRAs, the catch-up provision is $1,000 on top of the $5,500 you can put away each year. At what age you start collecting social security has a big impact on the size of the payments for both you and a spouse that may survive you. Keep these milestones in mind as you plan for the future. Note – the segment begins at 19:55.

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