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.

The semi-retired life of business owners: What if you never fully retire?

By |2022-08-31T13:37:06-07:00August 25th, 2022|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

Running a business can be overwhelming. It’s easy to feel stretched thin, and like there’s never enough hours in a day. At times, you’ll probably fantasize about retiring early, ditching the suit for sandals, and kicking back on a beach somewhere. However, these fantasies can come from thinking you’re in a retirement binary. One [Read More]

The Gen X Dilemma (Part 2): How Do You Talk Finances With Aging Parents?

By |2022-08-30T17:00:10-07:00May 16th, 2022|Blog|

Conversing with aging parents In Part 1 of this series we reviewed the pressures you experience as parents. Now in Part 2, we’ll touch on the ones you experience from parents. That is, the financial and emotional stress that comes along with your ever-aging mom and dad.  If the pandemic reminded us of anything, [Read More]

Why a midlife gap year may be the career break Gen Xers need

By |2022-05-18T14:33:30-07:00May 4th, 2022|Blog|

A career break to gain new perspective for what's next Finding a healthy work-life balance is difficult in today’s fast-paced society, especially for successful business owners and leaders in the middle stages of their lives. The unrelenting time demands of work, raising a family, and nearing closer to your retirement horizon can easily lead [Read More]

Is Self-reliance Standing in your Wealth’s Way? Learn to Trust a Fiduciary Advisor

By |2022-09-05T19:17:54-07:00March 23rd, 2022|Blog, Business Owners, Fiduciary, Investment Management, Investor behavior, Personal Wealth|

You’ve worked hard to get to where you are, and self-reliance has allowed you to forge your own path. The long hours, perseverance, and independent-thinking paid off, which makes it easier to look in a mirror with some pride. But we have to give credit where it’s due, or our sense of self-reliance can [Read More]

The myth of early retirement: 3 mindset mistakes hurting your future

By |2022-05-15T12:43:45-07:00February 9th, 2022|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

How do you want the next chapter of your life to read? Well, as the authors of our own stories, it’s up to us to decide. But if we think the most compelling narrative is found in an early retirement, we may be in for an unpleasant surprise.  If we look to riveting novels [Read More]

Inflation, investing and innovation – how to stay calm amid uncertainty

By |2022-02-17T12:22:05-08:00January 12th, 2022|Blog, Financial planning tips and perspectives, Investment Management, Lifestyle, Personal Wealth, Staying the course|

Is inflation on your mind?  We would be surprised if it weren’t.  While we all have to weather inflation's short-term effects, we have reason for optimism over the long term.  Here’s a look at where we are right now. Inflation, labor shortages, and supply chains The effects of nearly two years of the pandemic [Read More]

8 lessons for business owners to improve your wealth & life

By |2022-04-07T10:02:49-07:00August 31st, 2021|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

The lines between what is your business and what is your personal life quickly blur when you are a business owner.  While you may be quite clear on how to grow or sustain your business, you may not feel the same confidence in your personal wealth strategies.  At The Advisory Group, we often write [Read More]

3 Steps to Make Your Midlife Gap Year Plan a Reality

By |2022-05-15T11:55:13-07:00August 11th, 2021|Blog, Business Owners, Lifestyle, Personal Wealth|

Every time we meet with new clients, we ask them what motivates them to succeed. Besides financial benefits and personal fulfillment, the answer we hear the most is freedom. Even successful individuals who love their jobs want to spend time not working and pursuing other interests, too. The Gap Year is often the perfect [Read More]

Investment returns: How Optimistic Should You Be?

By |2022-09-05T19:34:59-07:00July 30th, 2021|Blog, Investment Management, Investor behavior, Personal Wealth|

Investment returns may not be on your mind right now as the summer brings highly anticipated changes where we can re-engage with our loved ones and communities in person. It will take some time to gain perspective on the economic and social implications of the global pandemic, especially since its effects have varied among [Read More]

6 exercises to stress-test your Midlife Gap Year

By |2022-05-15T12:27:08-07:00May 23rd, 2021|Blog, Business Owners, Financial planning tips and perspectives, Personal Wealth|

If you’ve let yourself dream about taking a Midlife Gap Year, you may stop your planning as soon as the “What if…” questions kick in. Even with accumulated nest eggs of a few million dollars, many successful midlife business owners and leaders fear potential negative outcomes of taking this desired career break. The best [Read More]

Go to Top