1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2017The Kiplinger Washington Editors
See All Authors »
Partner and Wealth Advisor,
Lisa Brown is a partner and wealth adviser at Brightworth, an Atlanta wealth management firm with $3 billion in assets under management, serving over 1,200 families in 48 states. She works with high net worth families in the areas of investment management, executive compensation, retirement transition and estate planning.
Brown is a Certified Financial Planner™ practitioner and an Accredited Estate Planner. She graduated summa cum laude from LeMoyne College and holds a Master's degree in Business Administration from Georgia State University.
Long-term care insurance, an annuity, tapping the equity in your home, and transferring some of your assets into cash and bonds can all help.
See More From: Building Wealth
Big financial decisions should never be set in stone. You need to rethink these three plans you made years ago because you could be in a very different place now.
Executives navigating layoffs and buyouts have some critical decisions to make. Here's what they need to consider.
If you don’t want money you’ve worked hard for to pass down to your son’s or daughter’s ex, then consider a trust.
Before you make big moves with your savings, investing or inheritance plans, take a breath and weigh the likely consequences.
Regular financial check-ups with your partner can help ensure you have a happy relationship all year round.
Making smart money moves when you're just starting out helps ensure you'll have a bright financial future.
Whether you're relocating for work or another reason, take these financial and tax strategies into account before packing up.
All workers can use these five tips for corporate executives to make the most of their compensation packages.
These complicated financial products often come with high fees and little liquidity, but here are three reasons I'd recommend them.
You can use after-tax 401(k) contributions to save significantly more for your retirement and reap the tax advantages of a Roth.
It might be a dream for many retirees, but the financial realities of owning a second home can make it a bad investment.