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Partner and Wealth Advisor,
Lisa Brown is a partner and wealth adviser at Brightworth, an Atlanta wealth management firm with $3 billion in assets under management, serving over 1,200 families in 48 states. She works with high net worth families in the areas of investment management, executive compensation, retirement transition and estate planning.
Brown is a Certified Financial Plannerâ„¢ practitioner and an Accredited Estate Planner. She graduated summa cum laude from LeMoyne College and holds a Master's degree in Business Administration from Georgia State University.
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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Take these steps now to cut your 2019 taxes.
Before you even begin preparing your tax return, there is still time left to take some steps to minimize the potential damage.
How can you tell if your children are ready to responsibly receive an inheritance? Here are some age guidelines to consider, but of course, it's more complicated than that.
Make a New Year's "date" to talk finances. The planning you do on Jan. 1 can pay off all year long.
Wall Street has been insane lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.
Wall Street has been pretty crazy lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.
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.
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.
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.
You need a backup. And here are the five steps you should take to help that person be ready in case something does happen.
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.
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.
Here are a few New Year's resolutions to shoot for with healthy payoffs.
Waiting until December to make charitable donations or start moving money between various accounts to save money on 2017 taxes can present several obstacles. Transactions at investment firms can get delayed ...
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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.
The way in which you tap your assets can have long-term tax consequences for you and for your heirs.