Manage Your Financial Life

Nancy Doyle

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Nancy Doyle, CFA, is an author, speaker, and advocate for financial literacy. 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.

Rent or Buy? How to Decide

Analyze Finances

Congratulations to the Class of 2018! As many college graduates prepare to enter the workforce, they often face high—and in some cases sky-high—housing costs. The decision to rent or buy is a question many of you may be asking right now. What’s happening in housing The demand for rental properties has risen, and it is reflected in escalating rents. This is especially true in major markets such as New York, San Francisco, Los Angeles and Chicago. Across the U.S., rents are rising faster than the rate of inflation. As of April 2018 The CPI (all items) rose 2.5% over the prior 12-month period. The CPI (all items) less food and energy rose 2.1% over the prior 12-month period. The CPI Shelter Index rose 3.4% over the prior 12-month period. Who is (and isn’t) buying real estate Not surprisingly, the rate of homeownership in major metropolitan areas has declined from 2005 to…

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Money Smart Week event

In the News

Money Smart Week is a national collaboration of financial institutions, non-profits, libraries, universities, and government agencies offering thousands of free classes to promote financial literacy. Join me Tuesday, April 24th 7pm at the Skokie Public Library Business Center for a discussion of a practical system for managing one’s financial life that focuses on women’s needs. Please register in advance. The link below provides details. Money Smart Week Skokie Library April 24, 2018

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Unorthodox Retirement Strategies That Actually Work

Educate Yourself

Planning for retirement looks very different than it did for previous generations. Most Americans working today do not have a defined benefit pension plan, or a traditional pension. The primary sources of retirement funds come from defined contribution pension plans, such as 401(k)s and 403(b)s, and from IRAs. In her piece, “11 Unorthodox Retirement Strategies That Actually Work”, Karen Doyle shares retirement planning ideas that diverge from traditional approaches. These strategies – mine and those of other financial experts – are helpful for all of us to consider. See link below. Karen Doyle “11 Unorthodox Retirement Strategies That Actually Work” www.gobankingrates.com GOBankingRates

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Creative Approaches to Philanthropy

Good to Know

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. Check out the full article below: 

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Fianancial Advice: Things Women Over 40 Should Know About Money

Educate Yourself

Karen Doyle quoted me in an article she published on www.gobankingrates.com, on Money Facts women over 40 should know. 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. Check out the full article below.

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

Family Office Approach

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

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