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Partner and Wealth Advisor,
Lisa Brown, author of "Girl Talk, Money Talk, The Smart Girl's Guide to Money After College," 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.
Brown is a Certified Financial Plannerâ„¢ 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.
When you think about holiday family gatherings with your adult children, you probably picture gifts and turkey with all the trimmings. But between bites, it's also a good time to share your wishes and discuss your estate plan.
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Yes, you're busy. But make time to check off these three critical financial tasks.
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, reduce your tax bill and benefit your community. ...
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Some of the most valuable financial lessons are learned in hindsight. Live a happier, more secure life by avoiding these familiar financial foibles.
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.
The wrong home, or the wrong place, can undo a lot of the retirement saving and planning you've worked so hard to achieve.
Take these steps now to cut your 2019 taxes.
Before you even begin preparing your tax return, there is still time left to take some steps to minimize the potential damage.
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 complicated than that.
Make a New Year's "date" to talk finances. The planning you do on Jan. 1 can pay off all year long.
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 care of some tax business.
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.
Hours of sorting through documents and tracking down accounts led to an unexpected discovery. If you have elderly relatives, you should consider doing the same thing I did.
You need a backup. And here are the five steps you should take to help that person be ready in case something does happen.
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.
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 generous, without triggering gift taxes.