Lisa Brown, CFP®, CIMA®
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.
Latest articles by Lisa Brown, CFP®, CIMA®
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6 Tips to Get Your 2019 Financial House in Order
Making Your Money Last Make a New Year's "date" to talk finances. The planning you do on Jan. 1 can pay off all year long.
By Lisa Brown, CFP®, CIMA® Published
Making Your Money Last -
5 Tips for Investors to Weather Today's Volatile Stock Market
investing 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.
By Lisa Brown, CFP®, CIMA® Published
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2018 Tax Moves to Make Before the Holidays Arrive
taxes 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.
By Lisa Brown, CFP®, CIMA® Published
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3 Steps to Worry-Free Splurges for Retirees
spending 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.
By Lisa Brown, CFP®, CIMA® Published
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How I 'Found' $300,000 for an Elderly Relative
retirement 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.
By Lisa Brown, CFP®, CIMA® Published
retirement -
Single? In an Emergency, Who Is Safeguarding Your Money?
retirement You need a backup. And here are the five steps you should take to help that person be ready in case something does happen.
By Lisa Brown, CFP®, CIMA® Published
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3 Things Married Women Need to Know About Their Money
retirement 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.
By Lisa Brown, CFP®, CIMA® Published
retirement -
2018 Could Be Grandparents' Year to Pump $150,000 into 529 Plans
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 generous, without triggering gift taxes.
By Lisa Brown, CFP®, CIMA® Published
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5 Quick Steps to Improve Your Finances in 2018
retirement Here are a few New Year's resolutions to shoot for with healthy payoffs.
By Lisa Brown, CFP®, CIMA® Published
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4 End-of-the-Year Tax-Savings Tasks to Complete Before Thanksgiving
taxes Waiting until December to make charitable donations or start moving money between various accounts to save money on 2017 taxes can present several obstacles.
By Lisa Brown, CFP®, CIMA® Published
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4 Year-End Tax-Savings Tips to Handle Before Thanksgiving
taxes 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.
By Lisa Brown, CFP®, CIMA® Published
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A Retirement-Withdrawal Strategy for Millionaires
Making Your Money Last The way in which you tap your assets can have long-term tax consequences for you and for your heirs.
By Lisa Brown, CFP®, CIMA® Published
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Kids Leaving Home? How New Empty Nesters Can Save, Invest
savings 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.
By Lisa Brown, CFP®, CIMA® Published
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Five Ways to Avoid Running Out of Money in Retirement
Making Your Money Last 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.
By Lisa Brown, CFP®, CIMA® Published
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Rethink These 3 Financial Strategies Every Decade (or sooner!)
Financial Planning 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.
By Lisa Brown, CFP®, CIMA® Published
Financial Planning -
Losing Your 6-Figure Job? Use These Financial Strategies to Come Out on Top
investing Executives navigating layoffs and buyouts have some critical decisions to make. Here's what they need to consider.
By Lisa Brown, CFP®, CIMA® Published
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A Trust Can Protect Your Adult Child’s Assets from a Failed Marriage
inheritance If you don’t want money you’ve worked hard for to pass down to your son’s or daughter’s ex, then consider a trust.
By Lisa Brown, CFP®, CIMA® Published
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3 Tax-Planning Tips to Consider as Donald Trump Gets Down to Work
taxes Before you make big moves with your savings, investing or inheritance plans, take a breath and weigh the likely consequences.
By Lisa Brown, CFP®, CIMA® Published
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Taking Stock of Your Finances to End 2016
Financial Planning Regular financial check-ups with your partner can help ensure you have a happy relationship all year round.
By Lisa Brown, CFP®, CIMA® Published
Financial Planning -
How Young High-Earners Can Manage Their Wealth
savings Making smart money moves when you're just starting out helps ensure you'll have a bright financial future.
By Lisa Brown, CFP®, CIMA® Published
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5 Financial Matters to Consider When Moving to a New State
Budgeting Whether you're relocating for work or another reason, take these financial and tax strategies into account before packing up.
By Lisa Brown, CFP®, CIMA® Published
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Climb the Money Ladder at Work
Employee Benefits All workers can use these five tips for corporate executives to make the most of their compensation packages.
By Lisa Brown, CFP®, CIMA® Published
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When Buying Annuities Makes Sense
retirement These complicated financial products often come with high fees and little liquidity, but here are three reasons I'd recommend them.
By Lisa Brown, CFP®, CIMA® Published
retirement -
How to Super-Fund a Roth IRA
IRAs You can use after-tax 401(k) contributions to save significantly more for your retirement and reap the tax advantages of a Roth.
By Lisa Brown, CFP®, CIMA® Published
IRAs