Blogs

Money Moves Before Year's End

The end of 2020 is in sight, but there is still plenty of time left to make a number of financial moves that will help improve your retirement savings, reduce your tax bill and benefit your community.

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Retiring Well: The 10 Elements of Retirement – How do you measure up?

What if you could measure your retirement life in the areas that matter most? Would it be worthwhile to provide structure to your annual and long-term life goals in retirement? There are a number of tools in the world of personal coaching that help provide a baseline of satisfaction in various areas of your life.

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Two Crazy Investment Mistakes People are Making Right Now

taking stock with lisa brown podcast

Your financial well-being isn't all about the numbers, or even about the markets. Much of it is about how you react to the markets and the news around you.

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Retiring Well: Connecting through Philanthropy

Two significant challenges of the Covid-19 reality are a loss of personal connections and a real burden on charitable organizations to meet the increasing needs of people around the world. We are all learning how to adapt to a more virtual world in building and investing in relationships.

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Retiring Well: The Blocking and Tackling of Retirement Planning

For those planning for retirement, the events of 2020 have been especially worrisome and disruptive. We can't control pandemics, market fluctuations, or social unrest. But, we can focus on the blocking and tackling of retirement planning. Here are the three drills you can run...

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Should I Invest In technology stocks?

They’re back!! It may be hard to believe but unfettered excitement over investing in technology stocks has returned with a vengeance. It feels like a lifetime ago – actually, barely five months – when fear swept through the financial markets as the Covid-19 global pandemic sent the world economy into an abyss.

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Is Now the Time to Dial Down Risk?

The latest episode of Taking Stock with Lisa Brown is Is Now the Time to Dial Down Risk?

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Can You Be Picky Before Accepting That New Job?

The latest episode of Taking Stock with Lisa Brown is Can You Be Picky Before Accepting That New Job?

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Retiring Well: Life-Giving Conversations about Death

father and son

While ensuring your documents and your household are in order is a critical step, it's only one part in the process of "finishing well." A fruitful and often ignored step is engaging in conversations with our family and friends about our thoughts and wishes for our living and dying.

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New Parents: Buy Life Insurance, Name Beneficiaries and Save for College

After checking your medical plan, getting supplies, padding your bank account, getting an estate plan in order, and deciding if you will return to work and how you will handle childcare, you may be asking, “Am I all set?” “Is it smooth sailing from here on out?” Not quite!

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