Lisa Cassidy
Allegiant Financial Services Group
Articles
Cost Segregation
June 29, 2021
What is a cost segregation study, and how can it benefit real estate investors? Recent ...
It’s Official A Pandemic Is Upon Us
March 12, 2020
“The truth is that even our politicians do not understand the exponential infection rate of COVID-19. ...
Five Benefits Of Working Past Retirement Age
February 13, 2019
Retirement is a state of mind not of your age “Retirement: It’s nice to get out ...
Living Too Long Is Never A Problem Until It Is
January 25, 2019
What happens when your money dies before you? What are your options? When it comes to ...
Lies My Financial Advisor Told Me
January 6, 2019
Lies my financial advisor told me, or How I stopped worrying about “yields” and started loving ...
Protect Yourself From Bank Worst Practices
December 16, 2018
How safe is YOUR wallet? Are you protecting yourself from the banks’ “worst practices?” So widespread ...
Five Reasons Women Should Consider Annuities For Retirement
November 2, 2018
5 reasons women should consider using annuities to create more prosperous, less stressful retirements If you’re ...
10,000 Baby Boomers Retire Each Day
January 30, 2021
10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...
A Compelling Story: Fixed Index Annuities
July 21, 2020
How would you like to play poker where the casino told you they would guarantee you ...
A Gold Watch And Lifetime Income
March 7, 2019
Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...
A La Carte Planning Don't Be A Victim
March 26, 2023
A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...
A New Idea That Has Been With Us For Over 200 Years
August 14, 2019
“Only money left over after paying taxes can be spent. For the average person in the ...
A New Identity in Your Golden Years
November 28, 2023
Retirement marks a significant milestone, anticipated as a time of freedom and enjoyment. Yet, it can ...
A New Year, A New You
January 10, 2024
Embracing Positivity With Smarter Finances As the confetti settles and the calendar flips to "2024," a ...
A Retirement Income Trifecta
May 9, 2022
The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...
A Simple And Successful Approach For Your Nest Egg
September 25, 2022
In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...
A Time To Give Thanks
November 3, 2021
As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...
Annuities Are A Logical Solution For Longevity Risk
October 14, 2021
"Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic ...
Annuity Lie: You Die and the Insurance Company Profits
November 17, 2021
Why lie about annuity benefits? If you buy an annuity and die, the insurance company keeps ...
Annuity Lies Rebutted
May 24, 2019
Watch out for the Fake News and those who spread it I know that many ...
Lisa Cassidy
Allegiant Financial Services Group
225 Union Blvd
Suite 150
Lakewood, Colorado 80028
lisa@allegiantfsg.com
(844) 299-1501
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