Are you assuming the worst about your future?

  Making assumptions can cause a tremendous amount of unnecessary stress and anxiety when it comes to our finances. Assuming the worst can lead us to make bad financial decisions. Or worse, it can cause us to avoid making decisions at all.   The biggest thing that holds women back in their finances is not […]

3 Things Women Need to Know to Increase Social Security Benefits

  The more you understand the financial challenges for women in retirement, the more you realize we are still discriminated against in our society. Even though it may not be as intentional as it once was, the following factors continue to diminish Social Security and pension benefits for women. Which is why we women need […]

How to change your money mindset

Money Mindset Exercise included

For most women, the only thing holding them back from becoming financially empowered is their mindset. When you transform the way you think about money you transform your experience with money. Perhaps you share some of the most common issues expressed by women when asked why they are not joyfully engaged in their financial affairs. […]

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: […]

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 […]

Women & Money: It’s time to take control

Patti Fagan, Award-Winning Financial Coach

If the thought of investing, planning for retirement and making important financial decisions makes you feel overwhelmed at all, you’re not alone. According to the Allianz Reclaiming the Future Study (2010): 33% of women feel financially unprepared for retirement 38% of women are uncertain that their income will last throughout their lifetime 37% of women […]

5 Investing Resources for Women

Patti Fagan, Award-Winning Financial Coach

Women’s Equality Day was August 26th, but many women are stilled being paid less than men. This is one reason why I believe women need to create financial wellness by making their money work hard for them. A great article was published on Bankrate.com: 5 Investing Resources for Women (read it here) that I think […]