Lisa Brown, CFP®, CIMA®
Partner and Wealth Advisor, Brightworth
Lisa Brown, CFP®, CIMA®, is author of "Girl Talk, Money Talk, The Smart Girl's Guide to Money After College." She is the Chief Strategy Officer for corporate professionals and executives at wealth management firm Brightworth in Atlanta. Advising busy corporate executives on their finances for nearly 20 years has been her passion inside the office. Outside the office she's an avid runner and supporter of charitable causes focused on homeless children and their families.
10 Money Moves Before Dec. 31
personal finance
10 Money Moves Before Dec. 31
Tick, tick, tick. Time is running out to take care of some financial housekeeping items that could save you money and do others some good.
December 14, 2020
Get the Most from a Zoom Meeting with Your Financial Adviser
retirement planning
Get the Most from a Zoom Meeting with Your Financial Adviser
Done right, virtual financial planning meetings can be just as productive (or even more so!) than in-person ones.
August 11, 2020
If You Left the Stock Market in March, Is It Time to Jump Back In?
investing
If You Left the Stock Market in March, Is It Time to Jump Back In?
Lots of investors sold stocks during the downturn. How do they get back in the market now? And should they?
July 24, 2020
Extra Time on Your Hands? Use it Wisely to Tackle Your Financial To-Do List
retirement
Extra Time on Your Hands? Use it Wisely to Tackle Your Financial To-Do List
If you're worried about losing your job or seeing your income fall (or if you're just bored!), there's no better time than now to do all you can to so…
April 16, 2020
You Just Lost Your Corporate Job Due to the Coronavirus Crisis. Now What?
retirement
You Just Lost Your Corporate Job Due to the Coronavirus Crisis. Now What?
From how to make the most of your severance pay to pension plan payouts and stock options, you have a lot of variables to take into consideration righ…
March 26, 2020
A Coronavirus Checklist: Tips for Your Mental and Financial Health
investing
A Coronavirus Checklist: Tips for Your Mental and Financial Health
Take a deep breath and check out some reassuring advice that one financial adviser is sharing with all her clients.
March 16, 2020
Don't Push the Panic Button on Your 401(k) Investments
401(k)s
Don't Push the Panic Button on Your 401(k) Investments
Yes, the markets are swinging hard right now, but don't let your fears drive you to make a rash decision with your 401(k). Consider making these measu…
March 16, 2020
Getting a Pay Raise in 2020? Here's How to Make the Most of It
savings
Getting a Pay Raise in 2020? Here's How to Make the Most of It
Congratulations, you just got a nice bump in your paycheck. Don't blow it. Instead, enjoy some, and then make the rest really work for you.
February 3, 2020
2019 Was a Great Year for Investors. How Should You Invest Your Money in 2020?
investing
2019 Was a Great Year for Investors. How Should You Invest Your Money in 2020?
The market was hot in 2019, but investors shouldn't count on a repeat performance going forward. With that in mind, here are four smart moves to posi…
January 22, 2020
Welcome Home, Kids: Now, Let's Talk Money and Wills
retirement
Welcome Home, Kids: Now, Let's Talk Money and Wills
When you think about holiday family gatherings with your adult children, you probably picture gifts and turkey with all the trimmings. But between bit…
December 11, 2019
3 Money Tips for Busy Corporate Executives to Act on Now
retirement
3 Money Tips for Busy Corporate Executives to Act on Now
Yes, you're busy. But make time to check off these three critical financial tasks.
November 21, 2019
2020 is Around the Corner, So Make These 10 Money Moves Before Year's End
retirement
2020 is Around the Corner, So Make These 10 Money Moves Before Year's End
The end of 2019 is in sight, but there is still plenty of time left to make a number of financial moves that will help improve your retirement savings…
November 6, 2019
I Wish I Had Done This Years Ago: All Too Common Financial Regrets
retirement
I Wish I Had Done This Years Ago: All Too Common Financial Regrets
Some of the most valuable financial lessons are learned in hindsight. Live a happier, more secure life by avoiding these familiar financial foibles.
August 12, 2019
5 Tips for Investors to Weather Today's Volatile Stock Market
investing
5 Tips for Investors to Weather Today's Volatile Stock Market
Wall Street has been on a roller coaster lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.
August 9, 2019
Buying Your Dream Retirement Home – Think Before You Leap
retirement
Buying Your Dream Retirement Home – Think Before You Leap
The wrong home, or the wrong place, can undo a lot of the retirement saving and planning you've worked so hard to achieve.
June 27, 2019
Shocked by Your 2018 Tax Bill?
taxes
Shocked by Your 2018 Tax Bill?
Take these steps now to cut your 2019 taxes.
April 30, 2019
Not Sure If You Will Owe on Taxes in April? Here's What to Do Now
taxes
Not Sure If You Will Owe on Taxes in April? Here's What to Do Now
Before you even begin preparing your tax return, there is still time left to take some steps to minimize the potential damage.
March 4, 2019
When Should Your Children Get Their Inheritance?
inheritance
When Should Your Children Get Their Inheritance?
How can you tell if your children are ready to responsibly receive an inheritance? Here are some age guidelines to consider, but of course, it's more …
January 21, 2019
6 Tips to Get Your 2019 Financial House in Order
personal finance
6 Tips to Get Your 2019 Financial House in Order
Make a New Year's "date" to talk finances. The planning you do on Jan. 1 can pay off all year long.
December 13, 2018
2018 Tax Moves to Make Before the Holidays Arrive
taxes
2018 Tax Moves to Make Before the Holidays Arrive
Before you even finish polishing off the last of the leftover Halloween candy, there's something else you should do that could save you money: Take ca…
October 31, 2018
3 Steps to Worry-Free Splurges for Retirees
spending
3 Steps to Worry-Free Splurges for Retirees
Spending on grand experiences can be a wonderful gift, as long as you've properly planned. So don't worry, and don't feel guilty. Just do it.
September 10, 2018
How I 'Found' $300,000 for an Elderly Relative
retirement
How I 'Found' $300,000 for an Elderly Relative
Hours of sorting through documents and tracking down accounts led to an unexpected discovery. If you have elderly relatives, you should consider doing…
August 6, 2018
Single? In an Emergency, Who Is Safeguarding Your Money?
retirement
Single? In an Emergency, Who Is Safeguarding Your Money?
You need a backup. And here are the five steps you should take to help that person be ready in case something does happen.
May 11, 2018
3 Things Married Women Need to Know About Their Money
retirement
3 Things Married Women Need to Know About Their Money
About nine in 10 women will have to go it alone, financially, at some point in their lives. When that happens, they need to be ready.
March 13, 2018
2018 Could Be Grandparents' Year to Pump $150,000 into 529 Plans
college
2018 Could Be Grandparents' Year to Pump $150,000 into 529 Plans
Parents can now use 529 college savings plans to pay for K-12 private school tuition. That could give grandparents added incentive to be extra generou…
January 25, 2018
5 Quick Steps to Improve Your Finances in 2018
retirement
5 Quick Steps to Improve Your Finances in 2018
Here are a few New Year's resolutions to shoot for with healthy payoffs.
December 27, 2017
4 End-of-the-Year Tax-Savings Tasks to Complete Before Thanksgiving
taxes
4 End-of-the-Year Tax-Savings Tasks to Complete Before Thanksgiving
Waiting until December to make charitable donations or start moving money between various accounts to save money on 2017 taxes can present several obs…
October 17, 2017