In the News

Benefits of a Financial Spring Cleaning

Tax season is upon us, which is the perfect time for a financial spring cleaning. Just like when you go through your closet to determine what to keep and what to donate, you can do the same with your financial life. Get ready Designate a room or an area for your work. Set out a staple remover and stapler, sticky notes, pencils, paper clips, and file folders as well as bins for recycling and documents to be shredded. Gather your information Gather all documents and papers relating to financial, tax, and legal matters, including bank, investment, and credit card accounts; insurance; mortgage, car loans, student loans; tax returns; birth certificates, marriage certificates; wills, trusts, and powers of attorney; and information related to your home and big-ticket purchases. Determine what to keep It is time to sort and determine where to keep essential information and what to recycle or shred. For…

WGN Radio – Saving For Retirement: Start Early, Be Disciplined, and Plan Prudently

Compounding investment returns are the gift that keeps on giving. This is the perfect time to re-post the important lessons I discussed as 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

TD Ameritrade Ticker Tape

Nancy Doyle was featured in Household Budget: On the Same Page Aligning Needs, Wants & Wishes by Debbie Carlson. Families can prioritize their spending by working together. Taking a close look at non-essential expenses helps family members identify changes they can make to achieve their collective goals. The same is true for philanthropy. By working together, families can focus on the causes that are most meaningful to them and align with family values. TD Ameritrade Ticker Tape

Advice for Those Just Starting Out – Guest Appearance on Wintrust Business Lunch

Nancy Doyle was a guest on Wintrust Business Lunch. The majority of college graduates leave school with student debt burdens. Moreover, rents in major metropolitan areas are high. Despite these headwinds, people can find a way to save by analyzing their spending. For those just starting out, time is on your side. Save and invest early and consistently to take advantage of the magic of compounding. Listen in beginning at 19:35. See link below: WGN Wintrust Business Lunch

Excellent Reviews from Foreword Clarion (5 Stars) and BlueInk

“Applying Nancy Doyle’s excellent financial management processes should help improve everyone’s financial life. . . . The book approaches financial education in a commonsense fashion and makes no empty promises.” —Foreword Clarion Reviews (5 stars) “A primer for young people just beginning their financial journey. . . . [It] lays out a roadmap for success, and would make a perfect gift for any college graduate or young person taking the first steps toward adult responsibility.” —BlueInk Review The full reviews are below: Foreword Clarion Reviews BlueInk Reviews

Nancy Doyle’s guest column in the Daily Herald Business Ledger

Those just starting out in the work force face substantial headwinds—student debt burdens and sky-high rents.  Despite these challenges, saving and managing debt prudently are essential. Discipline is key to establishing sound financial practices, especially when you are young. Doyle, Nancy: “Finding a Way to Save While Costs Go Up” Daily Herald Business Ledger See link below: Daily Herald Business Ledger

Manage Your Financial Life: Just Starting Out Featured on Working Woman Report

Working Woman Report, workingwomanreport.com, featured a summary of my new book Manage Your Financial Life: Just Starting Out. “Financial author Nancy Doyle has a new, easy to digest book about MONEY! Manage Your Financial Life: Just Starting Out is for those who are new to managing their money. She educates her readers and lays out a solid action plan for those faced with first-time financial realities.” Working Woman Report

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