Lisa Cassidy

About 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. Web Sites: |
Office: 303.665.8863 | Cell: 303.981.3375 | America’s Financial Solutions Group, LLC

Cost Segregation

What is a cost segregation study, and how can it benefit real estate investors?   Recent tax changes contained in the Tax Cuts and Jobs Act of 2017 have boosted the appeal of cost segregation studies for even middle-class real estate investors. Long leveraged by seasoned commercial real estate investors, cost segregation studies allow taxpayers [...]

By |2019-08-07T15:17:55+00:00August 5th, 2019|Real Estate|

Five Benefits Of Working Past Retirement Age

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 cheese.” — Gene Perret Iconic comedian George Burns, who died in 1996 at the age of 100, was famous for claiming that he had never [...]

By |2019-02-19T18:01:47+00:00February 13th, 2019|Retirement Planning|

Living Too Long Is Never A Problem Until It Is

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 loves the idea of growing old with grace, traveling into our 90’s, playing with our great-grandkids (perhaps even our great-great-grandkids!) and being known as the [...]

By |2019-02-21T14:49:31+00:00January 24th, 2019|Annuities, Retirement Planning|

Lies My Financial Advisor Told Me.

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 keep, how hard it works for you, and how many generations you keep it for." --Robert Kiyosaki-( Rich Dad, Poor Dad)  The 21st-century financial world [...]

By |2019-03-06T23:35:24+00:00January 5th, 2019|Annuities|

Protect Yourself From Bank Worst Practices

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 Bank Estonia (over $234 BILLION and counting) scarcely register as newsworthy. “Another day… another rip-off. Ho-hum” But I think we all need to start paying [...]

By |2019-01-15T18:14:38+00:00December 15th, 2018|Annuities, Retirement Planning|

Five Reasons Women Should Consider Annuities For Retirement

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 to take what you’ve so diligently saved and turn it into a lifetime stream of dependable, predictable, tax-advantaged income?” If you’re like many of us, [...]

By |2018-11-06T17:05:58+00:00November 2nd, 2018|Annuities, Retirement Planning|