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.

Life Events That Could Bankrupt You. Are You Prepared?

Cameron Huddleston published a piece entitled “7 Emergencies That Could Bankrupt You — And How to Plan” on www.gobankingrates.com. I’m quoted. Most Americans are financially unprepared for an emergency. Whatever the type, emergencies can have a profound impact on your finances. There are steps you can take to prepare for the unexpected—whatever that may be. Check out the full post below.

Estate Planning: Do You Need a Financial Caregiver?

I was quoted in an awesome article published by US News on estate planning. One thing to consider for estate planning is wheater or not you or a loved one would benefit from a financial caregiver. There are many considerations, starting with who is the best “key person” to fit your needs. The time is now to have these important discussions. Check out the full article below. 

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 cleaning your financial records. Check out the full article below.

Financial Advice Book Recommended for Those Approaching Retirement

Manage Your Financial Life is recommended as one of three books that are ideal for those approaching retirement – along with works by Jane Bryant Quinn and Barbara Bradley Hagerty. Ms. Kidd Stewart highlights the comprehensive approach outlined in the book. See the full review below. The Journey: Books for retirees or those getting close If you actually care about someone who has recently retired or is getting close, consider giving a book. A virtual stroll through Amazon’s retirement gifts section brings up a bevy of tchotchkes, from the “officially retired” tiara to the “I’m retired you’re not” T-shirt. But if you actually care about someone who has recently retired or is getting close, consider giving a book this holiday season that can help them stretch their nest egg, organise their financial life or contemplate the biggest unknown of all: How to find passion and purpose for the literal and…

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