Lisa Brown, CFP®, CIMA®'s blog

The Real Estate Market Amidst the Pandemic

The tenth episode of Taking Stock with Lisa Brown is The Real Estate Market Amidst the Pandemic.

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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 physical and financial health. Some people may not leave their homes or allow children and grandchildren to play with others. Others, worried about a recession or financial meltdown, may be making major changes to their finances or investment accounts.

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Getting Involved With Charity as a Working Executive

The seventh episode of Taking Stock with Lisa Brown is Getting Involved With Charity as a Working Executive.

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Three Essential Money Tips for Executives

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

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My Smartest and Dumbest Money Decisions from 22 to 42

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

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Investing in Pot Stocks?

The fourth episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

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Buying Your Dream Retirement Home

The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?

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Taking Stock with Lisa Brown Podcast; Losing your 6-figure Job

 

The second episode of Taking Stock with Lisa Brown is Losing your 6-figure Job?

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Taking Stock With Lisa Brown Podcast; Shocked by Your 2019 Tax Bill

I'm excited to share that I've started a new podcast, Talking Stock with Lisa Brown. The first episide is Shocked by your 2018 Tax Bill?

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6 Tips to Get Your 2019 Financial House in Order

Celebrating New Year’s Eve and New Year’s Day are always a lot of fun.  On New Year’s Eve, my husband and I celebrate with our young children by ringing in the New Year with friends who also “risk” trying to see if their little ones can make it to midnight as well!  Sometimes we make it to midnight, sometimes we depart by 9pm as someone is melting down.

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