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Books and Media

Lisa has written a number of best selling books to help you plan for your retirement and legacy goals:


Lisa's has also written for numerous Consumer Financial Publications, including the following:

Title of Article


Have a plan when tailoring retirement draws to your income
Market Watch

The Top Seven Retirement Myths Go Girl Finance

6 reasons to consider a Roth IRA Market Watch

The 10 Most Overlooked Tax Deductions and Credits Huffington Post

When firing your financial adviser is best for your retirement Market Watch

What Married Taxpayers Lose By Filing Separately Huffington Post

Avoid costly tax mistakes on these key retirement deadlines Market Watch RetireMentors

5 Tax Law Changes in 2015 You Need to Know Go Girl Finance

15 Year-End Tax Moves to Lower Your Tax Bill Betterment.com

Make Sure Paying Off Your Mortgage Is Right For You Fox Business News

7 Financial Planning Tips for Single Parents Huffington Post

Self-denial Cripples Diets and Retirement Market Watch

Is your adviser working in your best interests? Market Watch RetireMentors

Should I Buy an Annuity? Yahoo Finance

Keep retirement on track regardless of market direction Market Watch Retirementors

5 common tax mistakes that can diminish your retirement nest egg Yahoo Finance

6 money mistakes to avoid in retirement MarketWatch

Maximize charitable giving to minimize taxes MarketWatch

Choosing the Best 529 Savings Plan Morningstar.com

Your Quarter-Life Financial Crisis: How to End it Now Block Talk (H&R Block online)

Road Map to Retirement: The 401(k) - Not Your Parent's Retirement Plan igrad.com

Road Map to Retirement: Your Retirement Savings Options igrad.com