About Lisette Smith, CFP®

Lisette is a senior advisor to our personal wealth clients. She provides analysis and advice to help individuals and families make meaningful decisions in their lives, including investment, tax and estate planning issues. Lisette has been providing comprehensive financial planning and investment management to business owners and executives for most of her career. She also spent several years as a consultant to business partnerships and family-owned businesses, including conflict resolution, merger and succession planning.

4 life-changing benefits of a Midlife Gap Year for business owners

By |2021-02-15T15:25:33-08:00February 15th, 2021|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

COVID-19 continues to have a wide-ranging impact on business, our economy, and our everyday lives. But the one lesser-discussed impact could be the most difficult to deal with—the personal one. The pandemic’s upheaval has escalated life’s stresses for many business owners, making a Midlife Gap Year all the more attractive. As you contemplate the [Read More]

4 rewarding ways to spend your Midlife Gap Year

By |2021-01-14T17:03:47-08:00January 13th, 2021|Blog, Business Owners, Lifestyle, Personal Wealth|

As you consider taking a Midlife Gap Year, you may find your mind jumping from idea to idea with no clear trajectory for how to spend your time off. How will you make the most of your career break? Of course, this answer will be different for everyone. We all find satisfaction in different [Read More]

More help for business owners: PPP loans, deductions, and other stimulus provisions

By |2021-01-06T14:33:44-08:00January 6th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Personal Wealth|

If you're looking for a new PPP loan for your business, the latest stimulus package, the Consolidated Appropriations Act (CAA) that was signed into law on December 27, 2020 may benefit you. It provides $900B in COVID-19 relief and extends and expands on some provisions of the CARES Act, enacted in March, to help [Read More]

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