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Lisa Hay


About Lisa

Lisa Hay, CPA, CFP®, is a Lead Advisor for Cornerstone Capital Advisors, an independent, fee-only financial firm. Lisa serves as a trusted advisor and personal CFO, helping clients achieve their financial, retirement, and legacy goals. She has written five books on various topics related to retirement and personal finances and contributes as a RetireMentor for

Articles written by Lisa

The 10 Most Overlooked Tax Deductions and Credits

Don’t ignore these tax breaks, which could save you money come April 15.

What Married Taxpayers Lose By Filing Separately

If you’re married, deciding how to file your taxes—jointly or separately—may make a difference in how much you pay. Here’s what you need to consider.

5 Tax Law Changes in 2015 You Need to Know

Increased 401(k) limits can help savers put away more money for retirement in 2015—but some new restrictions are coming for IRAs.

15 Year-End Tax Moves to Lower Your Tax Bill

Year-end planning is about finding the right year in which to earn additional income or to spend money on more tax deductions.

7 Financial Planning Tips for Single Parents

Smart money management can take on more urgency for those without a partner.


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