Blog Post by Lisa Brown, CFP®, CIMA®
Lisa Brown, CFP®, CIMA® Nov 3, 2021 3:35:00 PM < 1 min read
SOMEONE NEEDS TO KNOW WHERE YOUR MONEY IS
What would happen in the event of an emergency, and you haven’t told your loved ones how ...
Lisa Brown, CFP®, CIMA® Apr 19, 2021 3:54:00 PM < 1 min read
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. ...
Lisa Brown, CFP®, CIMA® Dec 16, 2020 10:55:00 AM 11 min read
Money Moves Before Year's End
Lisa Brown, CFP®, CIMA® Nov 10, 2020 12:52:00 PM < 1 min read
MANY FACTORS PLAY ROLE IN DETERMINING IF 'EARLY RETIREMENT' IS THE RIGHT PLAN
Have you been wondering if early retirement is right for you? The Covid-19 pandemic has ...
Lisa Brown, CFP®, CIMA® Mar 25, 2020 4:49:00 PM < 1 min read
YOU JUST LOST YOUR CORPORATE JOB DUE TO THE CORONAVIRUS CRISIS. NOW WHAT?
Wealth advisor Lisa Brown shares advice on how to handle your severance pay, stock ...
Lisa Brown, CFP®, CIMA® Mar 16, 2020 3:00:00 PM 6 min read
A Coronavirus Checklist: Tips for Your Mental and Financial Health
As we all watch the latest news about the coronavirus, it’s easy to be scared about our ...
Lisa Brown, CFP®, CIMA® Nov 22, 2019 4:16:00 PM < 1 min read
3 Money Tips for Busy Executives
Yes, you're busy, but wealth advisor Lisa Brown has tips to make time to check off these ...
Lisa Brown, CFP®, CIMA® Jul 3, 2019 6:20:00 PM < 1 min read
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 ...
Lisa Brown, CFP®, CIMA® Dec 27, 2018 4:04:00 PM 2 min read
6 Tips to Get Your 2019 Financial House in Order
Celebrating New Year’s Eve and New Year’s Day is always a lot of fun. On New Year’s Eve, ...
Lisa Brown, CFP®, CIMA® Oct 30, 2018 1:34:00 PM 5 min read
5 Tips for Investors to Weather the Volatile Stock Market
As the U.S. equity market gets set to conclude its worst October performance since the ...