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

/ Presented By

/ Edited By

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. . .

March 12, 2020

/ Presented By

/ Edited By

“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

/ Presented By

/ Edited By

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

/ Presented By

/ Edited By

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

/ Presented By

/ Edited By

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

/ Presented By

/ Edited By

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

/ Presented By

/ Edited By

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. . .

View The Best Annuity Rates Available Now

Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

Our unique system of “Pooled and Shared” articles by our authors, our outside contributors, and writing assistants provides efficiency, enhanced collaboration, and greater topic accessibility. This allows for a better utilization of content and productivity while delivering meaningful content to our readers.

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.

Protect Your Retirement

Our 20th edition of The Safe Money Guide, the standard of the industry.

Guaranteed Income
For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.