Ladies, we must embrace our power

Patti Fagan, Award-Winning Financial Coach for Women

Have you noticed?  We, as Baby Boomer women, have the world’s attention. As a demographic, baby boomer women control a net worth of $19 trillion dollars and own more than three-fourths of the nation’s financial wealth. We have made impressive strides over past generations, especially where finances are concerned. We have been called the healthiest, […]

One Woman’s Financial Coaching Success Story

One Woman's Financial Coaching Success Story blog post

  One of the most rewarding aspects of being a financial coach is watching my client go from feeling clueless and overwhelmed to taking control and stepping into money mastery. One thing I know for sure is that a financially empowered woman is unstoppable in going after her goals and dreams.   For women, being […]

How to finally transform your money story

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Patti Fagan, Award-Winning Financial Coach

Which one are you: A Woman of Influence or a Financial Avoider? According to a national survey, The Allianz Women, Money and Power Study, a Woman of Influence has more earning power than other women, has a good understanding of financial products and is interested in learning about financial matters. “90% of Women of Influence say increased financial […]

Women’s Financial Status – Women’s History Month

Women's History Month Women's Financial Status

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 […]

Here’s why I care about Women’s Money Week and why you should too

  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: […]

Women & Money: 4 Simple Steps to Ditch Those Nagging Bag Lady Fears

Patti Fagan, Award-Winning Financial Coach for Women

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 […]

What Women Need to Know About Long Term Care

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 […]

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 former […]