Lisa Brown, CFP®, CIMA®
Partner and Wealth Advisor, CI Brightworth
Lisa Brown, CFP®, CIMA®, is author of "Girl Talk, Money Talk, The Smart Girl's Guide to Money After College” and “Girl Talk, Money Talk II, Financially Fit and Fabulous in Your 40s and 50s". She is the Practice Area Leader for corporate professionals and executives at wealth management firm CI 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, cyclist and supporter of charitable causes focused on homeless children and their families.
Is It Time to Leave Corporate America and Become a Consultant?
careers
Is It Time to Leave Corporate America and Become a Consultant?
Before you make the jump to self-employment, investigate your options for saving for retirement, controlling your taxes and covering your insurance ne…
June 29, 2022
Executives Are Getting More Cash Bonuses. Here’s How to Avoid Spending It All.
Business Executives
Executives Are Getting More Cash Bonuses. Here’s How to Avoid Spending It All.
Looking to keep key employees, companies are handing out more cash bonuses. When deciding the best use of this money, ask yourself, “What matters mos…
April 6, 2022
What Executives Can Learn from Odell Beckham Jr.’s Bitcoin Decision
careers
What Executives Can Learn from Odell Beckham Jr.’s Bitcoin Decision
The star wide receiver took his salary from the Los Angeles Rams in bitcoin. Then bitcoin plummeted. So, when executives weigh their own compensation …
February 10, 2022
When It Comes to Your Financial Plan, You Can't Trust a Computer
retirement planning
When It Comes to Your Financial Plan, You Can't Trust a Computer
Even though I run marathons, my EKG erroneously showed I was having a heart attack. When it’s time for your financial checkup, don’t rely solely on fi…
January 3, 2022
Someone Needs to Know Where Your Money Is
personal finance
Someone Needs to Know Where Your Money Is
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
November 1, 2021
Red-Hot Housing Market Today Could Burn Real Estate Professionals Tomorrow
real estate investing
Red-Hot Housing Market Today Could Burn Real Estate Professionals Tomorrow
Yes, real estate is hot right now, and agents and investors are flush with cash. It’s time for real estate professionals to diversify their finances, …
July 21, 2021
Over 50 and Considering Divorce? How to Prepare Financially, Pre- and Post-Separation
Divorce
Over 50 and Considering Divorce? How to Prepare Financially, Pre- and Post-Separation
To preserve your wealth, you need to accept that changes are coming. You very likely won’t be able to maintain the same lifestyle separately that you …
June 14, 2021
Worried about Your Child’s Inheritance If They Divorce? A Trust Can Be Your Answer
estate planning
Worried about Your Child’s Inheritance If They Divorce? A Trust Can Be Your Answer
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future …
April 16, 2021
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
Financial Planning
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
Making Your Money Last
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