Latest articles by Lisa Brown, CFP®, CIMA®
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Is It Time to Leave Corporate America and Become a Consultant?
careers Before you make the jump to self-employment, investigate your options for saving for retirement, controlling your taxes and covering your insurance needs.
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Executives Are Getting More Cash Bonuses. Here’s How to Avoid Spending It All.
Business Executives Looking to keep key employees, companies are handing out more cash bonuses. When deciding the best use of this money, ask yourself, “What matters most to my financial future?”
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What Executives Can Learn from Odell Beckham Jr.’s Bitcoin Decision
careers The star wide receiver took his salary from the Los Angeles Rams in bitcoin. Then bitcoin plummeted. So, when executives weigh their own compensation options, they need to know the risks.
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When It Comes to Your Financial Plan, You Can't Trust a Computer
retirement planning 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 financial models created by software.
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Someone Needs to Know Where Your Money Is
personal finance 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.
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Red-Hot Housing Market Today Could Burn Real Estate Professionals Tomorrow
real estate investing 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, or face the consequences when things finally cool down.
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Over 50 and Considering Divorce? How to Prepare Financially, Pre- and Post-Separation
Divorce 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 did when you were together.
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Worried about Your Child’s Inheritance If They Divorce? A Trust Can Be Your Answer
estate planning 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 ex, here’s what you should do.
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10 Money Moves Before Dec. 31
personal finance 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.
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Get the Most from a Zoom Meeting with Your Financial Adviser
retirement planning Done right, virtual financial planning meetings can be just as productive (or even more so!) than in-person ones.
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If You Left the Stock Market in March, Is It Time to Jump Back In?
investing Lots of investors sold stocks during the downturn. How do they get back in the market now? And should they?
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Extra Time on Your Hands? Use it Wisely to Tackle Your Financial To-Do List
Financial Planning 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 solidify your finances.
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You Just Lost Your Corporate Job Due to the Coronavirus Crisis. Now What?
retirement 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 right now. These decisions come with opportunities to weigh and pitfalls to avoid.
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A Coronavirus Checklist: Tips for Your Mental and Financial Health
investing Take a deep breath and check out some reassuring advice that one financial adviser is sharing with all her clients.
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Don't Push the Panic Button on Your 401(k) Investments
401(k)s 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 measured moves instead.
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Getting a Pay Raise in 2020? Here's How to Make the Most of It
savings 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.
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2019 Was a Great Year for Investors. How Should You Invest Your Money in 2020?
investing 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 position yourself well in 2020.
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Welcome Home, Kids: Now, Let's Talk Money and Wills
retirement 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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3 Money Tips for Busy Corporate Executives to Act on Now
retirement Yes, you're busy. But make time to check off these three critical financial tasks.
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2020 is Around the Corner, So Make These 10 Money Moves Before Year's End
retirement 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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I Wish I Had Done This Years Ago: All Too Common Financial Regrets
retirement Some of the most valuable financial lessons are learned in hindsight. Live a happier, more secure life by avoiding these familiar financial foibles.
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Buying Your Dream Retirement Home – Think Before You Leap
retirement The wrong home, or the wrong place, can undo a lot of the retirement saving and planning you've worked so hard to achieve.
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Shocked by Your 2018 Tax Bill?
taxes Take these steps now to cut your 2019 taxes.
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Not Sure If You Will Owe on Taxes in April? Here's What to Do Now
taxes Before you even begin preparing your tax return, there is still time left to take some steps to minimize the potential damage.
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