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 Solid Reasons To Consider An Annuity For Your Retirement Foundation
November 11, 2022
Need a reason to add an annuity to your retirement portfolio? Here are 10. Annuities aren’t ...
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 ...
6 Annuity Misconceptions You Need To Know
January 30, 2019
Here are 6 Annuity Misconceptions You Should Know About When it comes to Your Money and ...
7 Financial Tips to Help you Enjoy Life and Reduce Stress
April 6, 2019
Use these tips to reduce stress 1. Get serious about your retirement: If your employer matches ...
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 ...
A La Carte Planning Don't Be A Victim
September 11, 2022
A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...
A Life Insurance Policy Is An Asset You Can Sell
June 28, 2018
Did you know that you have a valuable asset which is often overlooked and may not ...
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 Reality Check And The Annuity Bubble
October 29, 2014
Is there really an Annuity Bubble? Under reconstruction
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 11, 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 ...
Lisa Cassidy
Allegiant Financial Services Group
225 Union Blvd
Suite 150
Lakewood, Colorado 80228
lisa@allegiantfsg.com
(303) 381-1505
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