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 tax ...

Read more >

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. ...

Read more >

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 ...

Read more >

Living Too Long Is Never A Problem Until It Is

January 24, 2019

What happens when your money dies before you? What are your options? When it comes to ...

Read more >

Lies My Financial Advisor Told Me

January 5, 2019

Lies my financial advisor told me, or How I stopped worrying about “yields” and started loving ...

Read more >

Protect Yourself From Bank Worst Practices

December 15, 2018

How safe is YOUR wallet? Are you protecting yourself from the banks’ “worst practices?” So widespread ...

Read more >

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 ...

Read more >

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 pension ...

Read more >

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 ...

Read more >

A Gold Watch And Lifetime Income

March 6, 2019

Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...

Read more >

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 ...

Read more >

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 ...

Read more >

A New Identity in Your Golden Years

November 27, 2023

Retirement marks a significant milestone, anticipated as a time of freedom and enjoyment. Yet, it can ...

Read more >

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 ...

Read more >

A Retirement Income Trifecta

May 9, 2022

The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...

Read more >

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 ...

Read more >

A Time To Give Thanks

November 2, 2021

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...

Read more >

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 ...

Read more >

Annuity Lie: You Die and the Insurance Company Profits

November 16, 2021

Why lie about annuity benefits? If you buy an annuity and die, the insurance company keeps ...

Read more >

Annuity Lies Rebutted

May 23, 2019

Watch out for the Fake News and those who spread it I know that many investors ...

Read more >
Lisa Cassidy picture

Lisa Cassidy

Allegiant Financial Services Group

225 Union Blvd

Suite 150

Lakewood, Colorado 80228

lisa@allegiantfsg.com

(844) 299-1501

Sign up for our newsletter.

Safe Money insights and tips sent to your inbox twice a month.

Sign Up Now!