Women & Retirement – Helping Women to Not Outlive Their Money

Women & Retirement – Helping Women to Not Outlive Their Money

Ladies, do yourself a favor and watch this segment of Money Watch. It discusses why retirement planning is a bigger concern for women than it is for men. This is something I’ve been trying to tell women for years. What a lot of women don’t realize is that there are a number of social-economic factors […]

Long Term Care is a Woman’s Issue – Part 2

Long Term Care is a Woman’s Issue – Part 2

As I’ve stated before, Long Term Care is a woman’s issue. A sensitive element to consider regarding long term care coverage is the primary care factor, which negatively impacts women’s financial security. The Primary Care Factor Studies on women, retirement and caregiving abound and what they point to is the tendency for women to take […]

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 […]

Women, Money & Prosperity – Book Review

A Sister's Perspective on How to Retire Well

Women Money & Prosperity - Book Review

Happy National Book Lovers Day! Oh how I love any book that teaches women how to create prosperity for their retirement years. I just finished reading Women, Money & Prosperity, written by Donna M. Phelan, MBA. I found it to be both motivating and informative for women who want to master their finances so they […]

Five facts that threaten women’s retirement income

Plus my top 4 ways to overcome them

Five facts that threaten women’s retirement income

In this day and age where women are advancing in careers and business ownership, and experiencing success their predecessors only dreamed of, they still lag behind men in one key area: saving and planning for a financially secure retirement.   Due to the longevity factor, we women are at risk of experiencing a financial shortfall […]

Why Estate Planning is a Woman’s Issue

Happy National Estate Planning Awareness Month!

Why Estate Planning is a Woman’s Issue - National Estate Planning Awareness Month

October is National Estate Planning Awareness Month. I was just reading that over half of American adults do not have an up-to-date estate plan in place. Incidentally, as I write this, my husband and I are (finally) working with our attorney to create ours.   Knowing that everything is in place should something unforeseen happen […]

How to not run out of money in retirement

Patti Fagan, Award-Winning Financial Coach for Women

Contrary to what you may have heard about annuities, they’re not all bad. In fact, the new hybrid ones can be a powerful component to your retirement portfolio. David Swenson, Chief Investment Officer at Yale University, and the expert interviewed for this article, How to not run out of money in retirement believes it would […]

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), […]