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.

Continue reading →

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.

Continue reading →

Two Crazy Investment Mistakes People are Making Right Now

taking stock with lisa brown podcast

The latest episode of Taking Stock with Lisa Brown is Two Crazy Investment Mistakes People are Making Right Now.

Continue reading →

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.

Continue reading →

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...

Continue reading →

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. Entire economies were effectively shut down with ramifications as uncertain as predicting the weather. 

Continue reading →

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?

Continue reading →

Retiring Well: Life-Giving Conversations about Death

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. Here are recommendations for the who, what, when, where & why of end-of-life discussions.

Continue reading →

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! Let’s look at three more items that should be on your new parent financial checklist.

Continue reading →

Retiring Well: Closing the Technology Gap

One thing that has become abundantly clear through the pandemic is the fundamental role of technology in our lives. Technology has helped to bridge some of the gaps between us, our loved ones, and our communities. Thanks to video chat, you’ve been able to check in on family across the country and participate in birthday parties and graduation celebrations. You’ve used streaming services to watch movies and listen to music. You’ve used online news services and social media to keep up with current events and essential healthcare developments. These were likely things you did before, but like many trends, they rapidly accelerated in 2020.

Continue reading →