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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® 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® Sep 15, 2021 11:59:03 AM < 1 min read

Three Financial Moves to Protect You Before An Accident Happens

After a tragedy, your world seems upside-down. Are you making mistakes that might ...
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Lisa Brown, CFP®, CIMA® Aug 13, 2021 3:24:00 PM < 1 min read

WHICH PENSION OPTION IS RIGHT FOR ME?

If you are fortunate to have a company-provided pension, you will be faced with one of ...
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Lisa Brown, CFP®, CIMA® Apr 29, 2021 2:06:00 PM < 1 min read

Divorce Later in Life? How to Prepare Legally and Financially

Family law expert Steve Andrews and Brightworth’s finance expert Lisa Brown present a ...
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Lisa Brown, CFP®, CIMA® Apr 15, 2021 4:11:00 PM < 1 min read

How Should You Invest Your 401(k) Now?

Lisa Brown is joined by wealth advisors Brett Covert and Patricia Sklar for a concise ...
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Lisa Brown, CFP®, CIMA® Apr 14, 2021 2:03:00 PM < 1 min read

How Should You Invest Your 401(k) Now?

The experts at Brightworth discuss how working professionals can decide if their 401(k) ...
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Lisa Brown, CFP®, CIMA® Mar 4, 2021 1:59:00 PM < 1 min read

How will your heirs inherit your 401(k)? Estate Planning for Busy Executives

The experts at Brightworth discuss three estate planning mistakes busy executives make ...
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Lisa Brown, CFP®, CIMA® Feb 10, 2021 1:49:00 PM < 1 min read

When Should I Exercise My Company Stock Options?

The experts at Brightworth help you answer your questions about when and how to exercise ...
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