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The numbers range from $30 trillion to $84 trillion, but by any figure, there’s a lot changing hands over the next few decades. This massive transfer of wealth from baby boomers to their heirs, commonly known as the “Great Wealth Transfer,”

We’re already six months into 2023. Time flies when you’re living life, especially in summer, which signals weekends at the lake, beach, or even milestones like graduations and weddings with family and friends.

The floodgates open when people find out I’m a financial planner. They suddenly feel comfortable sharing their “money” stories. The good, the bad, the ugly, I’ve heard it all, especially from people who own and operate small businesses.

At Alia Wealth Partners, we like to learn something new every day. Like, for example, your brain operates on the same amount of power as 10-watt light bulb. Talk about illuminating!Sometimes we learn things that make us think twice.The...

Our office is run by a mighty team of women. We don’t take our work lightly, though we do share a great sense of office camaraderie. With the strides of our foremothers at our backs, we’re forging ahead here at Alia Wealth Partners to bri

The age-old saying to “stay in your lane” can be good advice. Sure, it serves us well in situations like driving, but it can stifle our daily routines, about how we think about things and even in the choices we make. As we celebrate Black H

The Cold Hard FactsWhat would you do if you didn't have a single monthly payment each month on debt? No car, credit card bills, student loans, or even a house payment! Living a debt-free life with no monthly payments is possible for...

When you hear the term identity theft, the first thought that comes to mind may involve a data breach or opening a credit card in someone else's name. But another common type of identity theft involves the use of someone's Social...

COVID-19 and remote work is continuing to increase the need for internet security. Social distancing has increased device use and strained security protocols. Although cyber-security attacks are often direct at companies, other attacks...

Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're feeling, the larger your financial hurdles may seem, and the more you...

When it comes to New Year's Resolutions that include financial goals, writing them down and being visible is essential to your success. After you’ve written down what your financial resolutions for the New Year are, tell others...

The holidays should be full of joy, so don’t let the potential for significant spending on gifts and travel linger over your head. Instead, use these tips to look ahead and bounce back to a comfortable financial situation if you...

Individuals and their families often seek to make positive societal and world change through philanthropic efforts. Philanthropy is one way families clarify their values and use their wealth to work together across generations to build...

What are appropriate checklists for year-end tax planning?Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...

Social media can help keep you informed and add a daily dose of inspiration into your life, but it can also lead to problematic habits: overthinking and comparing. During the holiday season, it’s especially important to reframe...

Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees. There are over one million women-owned firms. They employ over 10 million people and...

What You Need to Know to Avoid Getting CaughtThere is a saying that if it is too good to be true, it probably is. Even though you do not want to let an opportunity to save money pass you by, you need to be cautious when shopping or...

No matter your age, financial competency is an important skill to have. The most important part of feeling confident in your finances is your ability to budget—and that’s not always an easy task. Here are a few helpful...

Taking care of your health shouldn’t start when you get to work or when you get to the gym, but should start the moment you open your eyes in the morning. Starting your day on the right foot is crucial to keeping a positive focus...

As a female entrepreneur, you may face different challenges than your male counterparts. For example, women were disproportionately affected by the COVID pandemic. 1 They also tend to earn less than their male peers—largely in...

The terms Medicare and Medicaid are similar sounding names; however, these programs serve very different needs. Medicare is a health insurance benefit program for those aged 65 and older and others with certain disabilities. Medicare...

As an entrepreneur, there are multiple demands on your time and matters that require prioritizing. But while you're juggling strategic planning decisions for your business, don't forget about one of the most important factors of its...

How to Donate Life Insurance to CharityThe primary purpose of life insurance is to provide financial resources for those that depend on you when you die. However, you can lessen the complexity of charitable giving through wealth...

Look beyond the emotional headlines and study the hard facts about bearsThe real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons...

What to Know About Recent Retirement TrendsBy the end of 2021, the ‘Great Resignation’ had already led to more than 3 million American workers announcing their retirements. While this trend has recently shown some signs of...

Matching your tolerance for risk with your investment objectivesEveryone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like...

Many women manage their own money. This includes women who have always been doing so and women who are relatively new to the world of investing, for whatever reason.Regardless of your level of investing experience, there are certain...

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so...

Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees. There are over one million women-owned firms. They employ over 10 million people and...

If you're new to investing, you may encounter some unfamiliar   jargon. Understanding the following   terms may help you become a more confident investor.PortfolioAn investment portfolio is a collection of...

Many women manage their own money. This includes women who have always been doing so and women who are relatively new to the world of investing, for whatever reason.

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important tha

Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees. There are over one million women-owned firms. They employ over 10 million people and generate n

If you're new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more confident investor.

Social isolation makes people more susceptible to illness and death.1 While retirement is a time for relaxation and enjoyment from a lifetime of work, it may lead to a lack of purpose if you have depended on work for social activities and i

Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness program and drop out, you never give yourself a chance to become physically fit. In the long

Freedom is not won by sitting idly and hoping for a miracle. Financial freedom requires vision, courage, and sacrifice for a higher goal. The Financial Independence, Retire Early (FIRE) movement is a part of that vision.

Traditionally, women have been the caretakers of both the older and younger generations of their families. But providing care for family members is becoming increasingly difficult, as doing so may require a leave of absence from work and dr

What is a fixed annuity?Fixed annuities are long-term savings vehicles used mostly for retirement or as a safe holding place for accumulated money. Interest rates are credited by the issuing life insurance company for a specified...

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood...

Your retirement planning needs to incorporate more than just investments Your open heart and your relatives can combine to threaten your retirement savings – savings you soon may need. Learn the true cost to your future...

If you’re like most homeowners, the importance of homeowners insurance is obvious. If your home is damaged as a result of fire, theft, lightning, heavy snow, or high winds, your homeowners policy would likely cover the cost of...

For business owners, estate planning may seem like another task to do on a long to-do list. Having a solid estate and succession plan in place may be crucial to your business's long-term success. If you are incapable of making business...

Just as your health changes over time, markets change even faster. Ever hear the phrase, “your financial health?” A good way to appreciate planning your financial future is to see it as akin to maintaining your physical...

The ability to enjoy our golden years is the same as the ability to be happy. People say things like, “When I retire, I am going to be happy,” or “When I don’t have to work anymore, I will be happy.” The...

What do you think of when you hear the words long-term care (LTC)? If you are like most people, the first image that may come to mind is a bedridden, elderly individual who requires constant care, along with various medical treatments...

Although you don't have to wait until January to begin working on your financial goals, a new year may bring a much-needed fresh start on your spending and saving goals. Read on for three financial moves you may want to consider before...

Unique health and caregiving worries and an industry that doesn’t listen well Women have special concerns about financial security that financial professionals might need to address. For one thing, they tend to live longer than...

It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline...

No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s college education, or retire early. Regardless of what your goals are, financial planning can...