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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 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.
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.
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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.
Here are a few New Year's resolutions to shoot for with healthy payoffs.
Waiting until December to make charitable donations or start moving money between various accounts to save money on 2017 taxes can present several obstacles. Transactions at investment firms can get delayed ...
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Tax season will be here before you know it, and taking a few steps now could leave you in a much better place come April.
The way in which you tap your assets can have long-term tax consequences for you and for your heirs.
Whether your kids are off to college or to kindergarten, becoming an empty nester could free up a big chunk of money for parents. It could help fund your retirement or pay off your mortgage in half the time.
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.
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 donâ€™t want money youâ€™ve worked hard for to pass down to your sonâ€™s or daughterâ€™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.