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Lisa Brown, CFP®, CIMA® Sep 2, 2022 3:48:00 PM < 1 min read

Taking Stock: Getting Your Retirement Number Right

Episode # 31 Getting Your Retirement Number Right She grew up on a tobacco farm and ...
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Lisa Brown, CFP®, CIMA® Jul 20, 2022 1:23:21 PM < 1 min read

Taking Stock: Recession Ready Your Resume

Episode # 30 Recession Ready Your Resume The recession is coming if it’s not already ...
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Lisa Brown, CFP®, CIMA® May 8, 2022 11:00:00 AM < 1 min read

Taking Stock: Should you own your employer's stock?

The Bright Ideas Podcast with CI Brightworth Episode #27 Taking Stock with Lisa Brown: ...
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Lisa Brown, CFP®, CIMA® Mar 8, 2022 11:24:52 AM < 1 min read

Are Company Insurance Plans a Good Deal?

Open enrollment is still months away, but now is the time to evaluate if you have the ...
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Lisa Brown, CFP®, CIMA® Jan 10, 2022 4:56:18 PM < 1 min read

Taking Stock: ADHD and Working Professionals. It's Not Just Kids!

Episode #25 ADHD and Working Professionals. It's Not Just Kids! People often associate ...
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Lisa Brown, CFP®, CIMA® Dec 17, 2021 1:00:50 PM < 1 min read

5 Last-Minute Financial Moves For Working Professionals

The year is coming to a close, but before you turn on your Out of Office reply, make sure ...
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Lisa Brown, CFP®, CIMA® Nov 29, 2021 11:51:58 AM < 1 min read

Taking Stock: Resigning and Hitting the Reset Button with Jenessa Broderick

Episode #24: Resigning and Hitting the Reset Button with Jenessa Broderick It might look ...
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Lisa Brown, CFP®, CIMA® Nov 22, 2021 5:48:44 PM < 1 min read

To Defer or Not Defer? When to Defer Compensation

The experts at Brightworth help you to determine whether to participate in your company’s ...
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Lisa Brown, CFP®, CIMA® Oct 26, 2021 6:12:00 PM < 1 min read

Preparing for Open Enrollment for Working Professionals

Do open enrollment options seem confusing or daunting? Let our advisors help you make ...
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Lisa Brown, CFP®, CIMA® Oct 18, 2021 3:04:00 PM < 1 min read

Taking Stock: When It’s Just Not Fun Any More: A New Direction After a Corporate Career

Episode #23: When It’s Just Not Fun Any More: A New Direction After a Corporate Career ...
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