What is Your No. 1 Coronavirus Money Fear?

  Before the pandemic, 49% of the women surveyed in the Allianz Women, Money & Power Survey (2013), stated their number one money fear sounded something like this:   I’m afraid I’ll end up penniless and homeless in retirement.   This is a fear I hear about more often than not from women who come […]

How Can the Coronavirus Stimulus Plan Help You and Your Small Business?

Coronavirus Stimulus Package Info and Resources to Download

  Needless to say, the last four weeks have been nothing short of surreal. Navigating this new normal and doing everything we can to stay positive and not get too rattled by the onslaught of news has suddenly become our primary focus no matter what our walk of life. Over the last few weeks, I’ve […]

3 Baby Steps to Help You Take Charge of Your Finances

3 Baby Steps to Help You Take Charge of Your Finances - by Award-winning Financial Coach, Patti Fagan

  Despite your best intentions, taking charge of your finances tends to get pushed to the back burner, which ultimately causes financial anxiety. You know you need to take care of these things. But you’d rather avoid the discomfort of facing your financial reality. Well, guess what? You’re not alone. Lots of women avoid dealing with […]

Your relationship with Money – an opportunity for personal growth

Your relationship with Money - an opportunity for personal growth blog post

  Did you know that your history and early experiences have a huge impact on how money shows up for you? Things that happened in your childhood influence how you manage (or don’t manage) your personal finances today.   Looking back, are you aware of those experiences that shaped your relationship with money?   Self-awareness […]

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 […]

Financial assistance for furloughed federal workers

Financial assistance for furloughed federal workers

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 […]

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 […]

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 […]