How to Overcome Your Financial Fears

Plus 5 curated women & retirement articles to increase your financial literacy

Last week, I was talking with a friend and we got to talking about women, money, and retirement. She told me how her fifty-five-year-old cousin is worried about her husband leaving her, which would put her in a vulnerable financial position. She’s thinking about retiring in the next five years but is afraid to because […]

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 […]

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 […]

Will you have enough to retire?

Here's how you can find out

Saving for retirement

If you’re concerned about having enough savings to retire, you’re not alone. According to this article, 78% of Americans are stressed about saving for retirement. The financial services industry has done a poor job of teaching Americans what it really takes to retire, in terms of savings and financial protection. When thinking about how much […]

Here’s why I care about Financial Wellness for Women

Happy National Financial Wellness Month!

Patti Fagan, Award-Winning Financial Coach

  Even though women are well educated and have successful careers, studies show they lack confidence in financial and retirement planning. Add to that the fact that, for women, money is emotional. We don’t see it as just a transaction as men do. Which has a tendency to make us feel incompetent when talking about […]

What Thought Leaders are Saying about Retirement Reality for Women

Patti Fagan, Award-Winning Financial & Life Coach

  Studies show that women who work with a financial professional to create a plan for their financial security are better prepared for retirement. Studies also indicate that while women have a desire to increase their knowledge of finances and retirement planning, they don’t take action. I believe one reason is because the financial services […]