CFA, CFT™, consultant, speaker, and financial literacy advocate. Family office professional. Manage Your Financial Life®. @Georgetown and @MichiganRoss alum.
Joined November 2016
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I am happy to announce the launch of Manage Your Financial Life. As an objective, advice-only hourly planner, I help women become more knowledgeable and engaged in their financial lives. It is time to get your financial house in order. Visit nancydoyle.com to learn more.
Thank you, @annetergesen, for calling attention to this trend. This piece also highlights the benefits of flat fees and hourly financial advice. #FinancialLiteracy #retirement #advice
wsj.com/personal-finance/ret…
Thank you @christine_benz for highlighting these important considerations that are not often discussed. A must-read for anyone approaching retirement.
A few key points:
+401(k) plans want to hang onto retirees' assets much more than they did a decade ago
+With the broad availability of ultra-low-cost ETFs/index funds to IRA investors, it's hard to make a case for staying in a 401(k) bec. of investments
morningstar.com/retirement/r…
Thank you, @KarenCovy, for having me as a guest on Off The Fence. Many women want to be more informed, engaged, and confident about their financial lives, especially those going through life transitions. #personalfinance #financialliteracy #womenanddivorce
karencovy.com/podcast-nancy-…
Thank you, @amitabhchandra2 @WSJ, for walking us through the complexity. A must-read for anyone approaching #Medicare.
Picking the right Medicare plan is crucial—and confusing. There are a few common mistakes you can avoid. on.wsj.com/3qmOEMY
On #NationalFinancialAwarenessDay, a reminder to take a holistic view of your finances. Begin by analyzing your cash flow, which drives your net worth. A consolidated view is truly empowering. #FinancialWellness
manageyourfinanciallife.com/…
Beliefs and life experiences have a profound impact on financial wellness. A Certified Financial Therapist-Level I™ Practitioner (CFT-I™) can help people overcome obstacles and embrace change. @FinTherapyAssoc #PersonalFinance
kiplinger.com/personal-finan…
Thank you @reshmakapadia for highlighting this worrisome trend. When it comes to personal finance, it is time to address the gender confidence gap.
barrons.com/articles/women-g…
Thank you, @bykatemorgan @WSJ. So important to share the stories. Many say that younger generations don't want our things. Not true. I attended a wedding last weekend. The couple beamed as they shared with me that the rings were the groom's grandparents.
wsj.com/articles/have-heirlo…
Thank you @jocolibrary for inviting me to speak on Getting Your Financial House in Order. It is a worthwhile investment of your time; You (and your partner) will be more engaged in managing your finances. You are also prepared if life throws you a curveball. #personalfinance
Excellent piece by @VeronicaDagher and @annetergesen @WSJ sheds light on the biggest retirement concerns for most, namely our finances and our time. The retirees profiled candidly share such important information. Thank you all.
wsj.com/articles/heres-what-…
Like many families, we have had to cancel and reschedule travel. So glad I made a list of everyone's trip credits and future travel credits (hint: they are not the same), along with the expiration dates. When booking #holidaytravel, remember to use it or lose it. #airtravel
Completely agree, @brianportnoy. So thankful the field of financial therapy is expanding and that there is a greater focus on credentials.
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The dramatic rise in credit card debt during the second quarter is worrisome. Increased buy now pay later activity only hinders consumers' ability to chip away at those balances. #BNPL #creditcards #cashflow
foxbusiness.com/economy/hous…
Completely agree @DrBradKlontz. Referring to yourself as a financial coach doesn't make someone an expert. Always check credentials.
When issues arise with #BigBox orders for delivery to a store or our homes, it is not okay for employees to point the finger at "NameOfStoreDotCom" or a delivery firm. You all represent the same brand. CMOs should address this issue. #CMO #CustomerService #LostACustomer
Agree with @behaviorgap. Take a walk. When it comes to personal finance, simple is good and better for your overall wellbeing.
Agree @cfb_18 @PaulinaCachero High rents present a challenge to those just starting out. You may need to spend more than 50% of take-home pay on essentials. Make a budget and know your numbers. #budget #rent #JustStartingOut
bloomberg.com/news/articles/…