Take care of your loved ones by updating your beneficiary forms

Patti Fagan, Award-Winning Financial Coach

  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 […]

We need to fix the money thing!

April is National Financial Literacy Month

April is National Financial Literacy Month

Thirty-three percent of Americans have nothing saved for retirement. Fifty-six have saved less than $10,000 for retirement. In 2003, the United States Senate declared April Financial Literacy Month. That’s because there’s a huge need for people to get wise about finances. They need to learn effective strategies to prepare for retirement. Financial literacy starts with […]

April is Financial Literacy Month – Why Financial Education Matters

Patti Fagan, Award-Winning Financial Coach

April is National Financial Literacy Month. What’s your plan for a safe and secure retirement? This Forbes article speaks to the need for hard-working Americans to make financial literacy a priority. It cites a gobankingrate.com survery, which states: 50% of Americans have less than $1000 in savings   What are these people supposed to do […]

Women & Retirement: How to guarantee financial peace of mind

Women & Retirement: How to guarantee financial peace of mind

Things do not get better by leaving your finances alone. In fact, my experience is that the longer you ignore your financial circumstances, the worse things gets. I’ve personally experienced the stress of financial struggle. I’ve also observed it in people I’ve worked with. There’s absolutely nothing more grueling than dealing with financial hardship. On the flip side, […]

Is your money blueprint keeping you stuck?

Is your money blueprint keeping you stuck?

How would it be to know exactly what keeps you stuck in your finances? Your issues around money are more than likely tied to incidents in your past. Everything you’ve ever experienced with money since childhood – good and bad – creates your money blueprint. Your money blueprint is really a map of your inner […]

Financial peace is within reach

Financial clarity is on the way!

Financial peace is within reach

I recently saw a segment on Fox News with financial expert, Chris Hogan, where it was reported that 85% of Americans suffer from some form of financial anxiety. (Northwestern Mutual) The top 3 causes of financial anxiety were cited as: Never being able to retire Living paycheck to paycheck Living in debt forever Can you […]

How women take charge in their 40s, 50s and 60s

How women take charge in their 40s, 50s and 60s

In today’s world women are continuing to become the major breadwinners of their families. Women are becoming more knowledgeable about finances, becoming more confident managing their own investments and talking more openly about money with their kids, colleagues and peers. I recently came across an article that talks about how more women are taking the […]