How Much Income Will You Need in Retirement?

  One of the most common beliefs amongst pre-retirees is that their expenses will go way down once they retire. They believe that because they don’t have to drive to work every day and pay for lunches out, dry cleaning, and gasoline, their expenses will drop. According to this Fox Business article, entitled, Workers are […]

Have You Funded Your Future Retirement Paycheck?

Have you funded your future retirement paycheck?

  In the United States, we celebrate Women’s Equality Day on August 26th. But let’s be honest, women are anything but equal when it comes to retirement planning. That is why I get passionate when I see articles about women, money, and retirement. When it comes to funding your future retirement paycheck, I strongly believe […]

Why I joined the Ultimate Blog Challenge July 2020

  I joined the July 2020 Ultimate Blog Challenge,  which means I’ve committed to posting a blog on this website every day for the next 31 days. Why on earth would I do that?!!! Over the last few months, while we’ve been SIP, I received several calls from women who are getting serious about planning […]

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 […]

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 […]

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), […]