Today is International Women’s Day! In honor of Women’s History Month, Shurwest Financial posted an article listing ways in which women have advanced in terms of social and economic status. Unfortunately, not all of it is good news. Apparently, middle – and low – income women are losing ground while the wealthiest women […]
With the longest government shutdown in history continuing, we wanted to share some information to provide relief options for those who may be impacted. Please share this with any friends or family who may need it. Friday, January 11th was the first paycheck most federal workers missed, which makes January 25th the second paycheck. Eighty […]
To kick off the new year, the WomensMoney.org website featured articles from various financial experts during Women’s Money Week, and guess what?! I was one of the financial experts they featured!!! (Woohoo!) I’m super excited! They featured not one, but two of my articles! Check out my articles on the WomensMoney.org website: […]
One day, I got an email from a woman who attended one of my retirement planning seminars at her work several years ago. She had been wanting to schedule a meeting with me but never got around to it. It was two years later and now she was ready to talk about her finances. As […]
Do you ever wonder why some people seem to effortlessly attract (and keep) money while others struggle with it? One of the things I have witnessed as a financial coach who has worked with people of all income levels is that people who have a higher net worth demonstrate an attitude toward money and personal […]
The fear of running out of money in retirement is what fifty-seven percent of women say keeps them up at night, according to the Allianz Women, Money and Power Study. Almost half of all the women surveyed say they often fear losing all of their money and becoming homeless. This is NOT financially empowering for […]
The Law of Attraction says that what you give your attention to grows in your life. That’s because your thoughts are a powerful force. The good news is that your thoughts are totally under your conscious control. So why not be intentional about thinking thoughts that fuel an empowered relationship with money? Here […]
According to Fidelity’s Retiree Health Care Cost Estimate, a 65-year old couple (who retired in 2016) will need an estimated $260,000 to cover health care costs in retirement. This is a six percent increase over the estimate of $245,000 for 2015, and the highest estimate since calculations began in 2002. (Source) Long Term Care […]
Did you know that as a woman, you face a higher probability of needing long term care or becoming a caregiver for a loved one at some point in your lifetime? We women need to be aware of the financial risk factors involved in terms of both providing care for a loved one, and […]
Updating your beneficiary forms is one of those ‘important but not urgent’ personal finance To Do’s. Which means it can get put off until it’s too late. The saddest phone call an advisor will ever receive is that a client passed away. This happened to me recently. One of my dear clients, a former […]