Angela Addington featured Manage Your Financial Life on her popular blog, Mom-Spot.com. In her favorable review, she notes that the book presents a step-by-step plan in a user-friendly, conversational manner. Here is a link Mom-Spot
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.
We should think about life expectancy when it comes to retirement planning. As you plan for retirement, consider that it might last a few decades. Make sure you have enough saved to live comfortably. Many are continuing to work in retirement to generate extra income. The Kansas City Star
To manage your financial life, being organized is essential. You should also provide account access to a trusted person in the event of an emergency. Getting your financial house in order is not only important for you and your peace of mind, but also for your loved ones. Morningstar New York Post
For Millennial’s, retirement can seem a long way off. It is never too early to start planning. The idea of saving $1 million for retirement can seem like a lofty goal, but it is attainable if you are disciplined. It is also important to use realistic assumptions for returns and keep fees low. Carlson, Debbie: “A Millennial’s Guide to Saving $1 Million” US NEWS See link below: US News
On June 12th, Nancy Doyle was a guest on WBBM Newsradio Noon Business Hour. The topic was discussing money matters before marriage. As with all life transitions, it is essential for couples to be organized and to communicate openly and honestly about their finances. Note – the segment begins at 19:30.
When you make an investment, you rely on an investment thesis. The investment thesis is based on company fundamental attributes and valuation. Why is a particular stock attractive? Is there a catalyst that will improve earnings? Will the company benefit from a changing competitive landscape? Are there operational or regulatory risks on the horizon? Is the valuation attractive? Being disciplined and considering both fundamentals and valuation are essential when investing in stocks. Being undisciplined and only focusing on fundamentals or on valuation could have negative consequences. For some “hot” sectors, exuberance and a “fear of missing out” can elevate valuations across the board beyond reasonable levels. At the same time, there is a difference between buying a stock that is misunderstood or out of favor and buying a stock that is declining in value for a valid reason. Changing Fundamentals A change in fundamentals will have an impact on your…
It was an honor to be part of the Evanston Literary Festival. I discussed managing your finances through life transitions. I was the first of three female authors featured that day as part of Piven Theatre’s Women’s Voices Project, a year-long initiative in tandem with Piven’s 45th anniversary. Piven Theatre’s Women’s Voices Project