Get Organized

Preparing For The Unthinkable: Finanacial Organization Tips (New York Post)

The New York Post quoted me in a thoughtful post “The one thing you absolutely must do before you die.” 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. Check out the full article here. 

Financial Advice: Benefits of a Financial Spring Cleaning

Tax season is right around the corner. It is the perfect time of year for a financial spring cleaning. Just like when you go through your closet to determine what to keep and what to toss, you can do the same with your financial life. I was interviewed by the Daily Herald Business Ledger where I shared 6 points to spring clenaing your financial records. Check out the full article below.

Manage Your Financial Life Book Interview on WGN Radio

Steve Bertrand of the Wintrust Business Lunch on WGN’s 720 featured me to discuss my book. We got into a bit of a battle on the focus being for women only. It’s practical advice for anyone but I’m really focused on women. Check out the transcript from my segment below. Steve Bertrand: This is the Wintrust Business Lunch on 720 WGN. Nancy Doyle is in the studio. She has a book called Manage Your Financial Life: A Thoughtful Organized Approach. Now the last two words Nancy are “For Women”. And welcome. Nancy Doyle: Thank you, glad to be here. Steve Bertrand: I’m here to argue with you though, that it doesn’t have to be just for women because I think this is the sort of stuff that we all of us should be paying attention to. Nancy Doyle: That’s true. The book really applies to both men and women. But…

Financial Tip: How to Effectively Plan in Case of Emergency

Readers Digest quoted me on how to effectively plan in case of emergency. Emergency situations are challenging enough. Being organized in terms of your financial affairs can help to alleviate some of the stress. Nancy Doyle recommends that everyone create an ICE – in case of emergency – file and plan. An ICE file contains important documents that are easily accessible to you or to someone acting on your behalf. An ICE plan includes key contacts and financial account information. Check out the full article below.

Spring Cleaning

To manage your financial life better, start with a financial spring-cleaning. Just like when you go through your closet to determine what to keep and what to donate, you need to do the same with your financial life. Get ready A few things before you get started. Designate a room or an area of a room for your work. For online files, keep a log of what you have sorted through. Set out the key office supplies including:  a staple remover and stapler, sticky notes, pencils, paperclips and file folders. Bins for recycling Bags for documents that need to be shredded Gather your information Gather all documents and papers relating to financial, tax, legal, and health care matters, including things such as: Bank, financial, and credit card accounts Insurance Mortgage, car loans, student loans Tax returns Birth certificates, marriage certificates Wills, trusts, and powers of attorney All medical and school documents for…

Get Organized

Getting Organized is one of the four pillars in Managing your Financial Life. The others are Analyze Your Financial Profile, Educate Yourself About Investing, and Invest Your Money. The following is a collection of posts that include important guidelines to follow. Please keep checking back as this list is constantly growing!

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