Articles By Lisa Cassidy

Lisa Cassidy is known for educating and supporting clients as they develop an understanding of strategies that preserve retirement money and create income in both rising and falling markets. With a passion for listening, she is quickly attuned to the challenges clients face in retirement guiding and helping them to make decisions that ensure they will have lifetime income.
June 29, 2021

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What is a cost segregation study, and how can it benefit real estate investors? Recent tax changes in the Tax Cuts and Jobs Act of 2017 have boosted the appeal. . .

March 12, 2020

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“The truth is that even our politicians do not understand the exponential infection rate of COVID-19. For example, Hubei province went from 44 confirmed cases on January 23 to 4,903. . .

February 13, 2019

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Retirement is a state of mind not of your age “Retirement: It’s nice to get out of the rat race, but you have to learn to get along with less. . .

January 24, 2019

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What happens when your money dies before you? What are your options? When it comes to living a long life, most of us are of two minds. Part of us. . .

January 5, 2019

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Lies my financial advisor told me, or How I stopped worrying about “yields” and started loving my guarantees… “It’s not how much money you make, but how much money you. . .

December 15, 2018

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How safe is YOUR wallet? Are you protecting yourself from the banks’ “worst practices?” So widespread and commonplace is 21st-century banking fraud that recent money laundering allegations leveled against Danske. . .

November 2, 2018

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5 reasons women should consider using annuities to create more prosperous, less stressful retirements If you’re a woman in or near retirement, let me ask you this: “How do plan. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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