Manage Your Financial Life: A Thoughtful, Organized Approach for Women

Manage Your Financial Life: A Thoughtful, Organized Approach for Women

by Nancy Doyle

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Overview

Manage Your Financial Life: A Thoughtful, Organized Approach for Women by Nancy Doyle

It is time to take control of your financial life!

In Manage Your Financial Life: A Thoughtful, Organized Approach for Women, Nancy Doyle offers an objective and straightforward perspective based on a wealth of professional and personal experience. She shares a practical and easy-to-understand system for getting organized, analyzing your financial profile, educating yourself about investing, and putting your money to work.

Whether you’re going through a transition—parenthood, home ownership, a new career path, divorce, widowhood—or you simply want a better understanding of how to manage your financial affairs, you will find this comprehensive resource invaluable--and you find yourself coming back to it again and again.

Let's get started!

Product Details

ISBN-13: 9780997609707
Publisher: The Doyle Group
Publication date: 11/22/2016
Pages: 188
Product dimensions: 5.98(w) x 9.02(h) x 0.45(d)

About the Author

Nancy Doyle, CFA, is the founder of The Doyle Group. 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 the University of Michigan's Ross School of Business.

Table of Contents

Part 1 Get Organized
Chapter 1 Spring-Cleaning
Step 1: Assemble the Tools for the Task
Step 2: Gather Your Information
Step 3: Determine What to Keep and What to Toss Step 4: Implement a System for Keeping Track of Information
Step 5: Consider Some Related Topics
Chapter 2 In Case of Emergency, or ICE
Step 1: Create an ICE File
Step 2: Formulate an ICE Plan14
Part 2 Analyze Your Financial Profile
Chapter 3 Your Personal Financial Statements
Step 1: Create an Income Statement
Step 2: Prepare a Balance Sheet
Step 3: Evaluate Your Cash Flow
Chapter 4 Underwrite Yourself
Step 1: Analyze Your Sources of Income
Step 2: Evaluate Your Debt
Step 3: Have a Plan to Pay Off Debt
Step 4: Examine Your Insurance Coverage
Step 5: Consider Other Risks and Exposures
A Note on Risk Tolerance
Part 3 Educate Yourself About Investing
Chapter 5 Some Fundamental Concepts
Supply and Demand
Yield, Total Return, and Compounding
Risk
Reversion to the Mean
Concentration and Diversification
Correlation
Fees
Tax Efficiency
Chapter 6 Investable Assets: What to Invest In
The Capital Markets
Most Common Types of Investable Assets
Other Types of Investable Aassets
Chapter 7 Types of Investment Structures: Ways to Invest
Individual Accounts
Mutual Funds
Exchange Traded Funds, or ETFs
Chapter 8 Types of Investment Accounts: Why to Invest
Taxable Accounts
Retirement Accounts
Annuities
529 Plans
Putting Everything to Work
Part 4 Invest Your Money
Chapter 9 Determine Your Savings Goals: What Are You Investing For? How Much Do You Need?
Time Is Your Friend
Imminent Need: Emergency Fund
Long-Term Need: Retirement Savings
Intermediate-Term Needs: Down Payment, College, Miscellaneous Needs
How to Get There: Assumptions for Returns and Growing Your Savings
One More Goal: Investing in Others
Chapter 10 Evaluate Your Investing Choices: What Options Do You Have?
Asset Allocation
A Note on Exit Strategies
Chapter 11 Consider Methods: Who Will Do the Investing?
Going Solo
Working with a Professional
Chapter 12 Evaluate Metrics for Potential Investments: Which Investments Are Best?
Performance Metrics
Other Metrics and Factors
Chapter 13 Monitor Your Investments: How Are You Doing?
Performance
Look for Overlap Across Your Investments
Rebalance
Going Forward
Notes
Index

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