Why Women Need to Create a New Relationship with Money

Plus 4 Baby Steps to Get Started

Why Women Need to Create a New Relationship with Money

  There is a growing body of evidence that suggests women face unique money challenges in retirement. The Allianz Women, Money and Power Study (2103) points out that despite their rising income, American women still have unmet needs when it comes to financial literacy and confidence with money. Apparently women are hungry for more knowledge […]

She Did It, So Can You!

Client success story: How she got to retire early

She Did It, So Can You!

When a woman makes a decision to take the first step to get her finances in order, it boosts her self-confidence, especially around money. This confidence has an impact on other areas of her life as well, which allows her to make sound financial decisions. Take my sixty-one year old client Missy for instance. She […]

Long Term Care is a Woman’s Issue – Part 1

Long Term Care is a Woman’s Issue – Part 1

November is Long Term Care Awareness Month Each year I’m required to do continuing education for my long term care insurance license. Usually the classroom is packed with concerned advisors who are looking for the best ways to protect their clients from financial catastrophe in retirement due to rising health care costs. As baby boomers […]

Women & Retirement: How to Save More Money Starting This Month

Women & Retirement: How to Save More Money Starting This Month

Are you one of those women who spends everything you make? You earn enough to pay your bills, and even have some left over. But instead of saving it, you spend it. Here’s something you may not want to hear: having enough money to retire when you want to is about making a plan to […]

How to Create Harmony in Your Finances

Applying the Chinese art of Feng Shui to your money

How to Create Harmony in Your Finances blog post

Since money represents energy, I believe that how you handle your money can have an impact on how money flows in your life. Does your relationship with money feel harmonious or stagnant? How do you create harmony in your relationship with money? Feng Shui is the ancient Chinese art of placement that enhances the flow […]

Women’s Top 3 Financial Concerns

Patti Fagan Award-Winning Financial Coach

I wanted to share a few tidbits regarding women and retirement concerns that just came across my desk. According to the Administration on Aging, 70% of female baby boomers are expected to outlive their husbands, and many will live as widows for 15 to 20 years. According to a Russell Investments survey of women (Nov. 2013), […]