{"id":3683,"date":"2018-11-14T14:53:26","date_gmt":"2018-11-14T19:53:26","guid":{"rendered":"http:\/\/www.eastwindsorchamber.com\/site\/?p=3683"},"modified":"2018-11-14T14:53:41","modified_gmt":"2018-11-14T19:53:41","slug":"the-american-investor-from-cassidy-financial","status":"publish","type":"post","link":"https:\/\/www.eastwindsorchamber.com\/site\/the-american-investor-from-cassidy-financial\/","title":{"rendered":"The American Investor from Cassidy Financial"},"content":{"rendered":"<table border=\"0\" width=\"740\" cellspacing=\"0\" cellpadding=\"0\" align=\"center\">\n<tbody>\n<tr>\n<td colspan=\"2\" bgcolor=\"#FFFFFF\" height=\"1\"><\/td>\n<\/tr>\n<tr>\n<td>\n<table border=\"0\" width=\"740\" cellspacing=\"0\" cellpadding=\"5\" bgcolor=\"#FFFFFF\">\n<tbody>\n<tr>\n<td colspan=\"1\" rowspan=\"1\" align=\"center\" valign=\"top\"><img decoding=\"async\" src=\"http:\/\/cassidyfinancialservices.planningwise.com\/news_files\/162295\/e267266mh.jpg\" width=\"720\" height=\"260\" align=\"bottom\" border=\"0\" \/><\/p>\n<div align=\"center\"><\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td bgcolor=\"#FFFFFF\" height=\"1\"><\/td>\n<\/tr>\n<tr>\n<td align=\"center\" valign=\"middle\" bgcolor=\"#f0e9d3\">\n<table border=\"0\" width=\"680\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td><span style=\"color: #336666; font-family: Arial,helvetica,sans-serif;\">\u00a0 November 2018<\/span><\/td>\n<td align=\"right\" valign=\"middle\"><span style=\"color: #336666; font-family: Arial,helvetica,sans-serif;\"><a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/news.cfm\"><span style=\"color: #336666;\">Home<\/span><\/a>\u00a0\u00a0\u00a0|\u00a0\u00a0\u00a0<a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/contact.cfm\"><span style=\"color: #336666;\">Contact\u00a0Us<\/span><\/a>\u00a0\u00a0\u00a0|\u00a0\u00a0\u00a0<a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/signup.cfm\"><span style=\"color: #336666;\">Sign\u00a0Up<\/span><\/a><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td bgcolor=\"#FFFFFF\" height=\"1\"><\/td>\n<\/tr>\n<tr>\n<td>\n<table border=\"0\" width=\"740\" cellspacing=\"0\" cellpadding=\"8\" bgcolor=\"#fbf8ef\">\n<tbody>\n<tr>\n<td colspan=\"4\" height=\"4\"><\/td>\n<\/tr>\n<tr>\n<td width=\"10\"><\/td>\n<td><a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/news.cfm?A=3486\"><img decoding=\"async\" src=\"http:\/\/cassidyfinancialservices.planningwise.com\/News_Graphics\/20181102thumb.jpg\" alt=\"\" width=\"100\" height=\"100\" border=\"0\" \/><\/a><\/td>\n<td colspan=\"1\"><span style=\"font-family: arial,helvetica,sans-serif;\"><a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/news.cfm?A=3486\"><span style=\"color: #000000; font-size: small;\"><strong>Insurance Strategies<\/strong>\u00a0<\/span><\/a><br \/>\n<span style=\"color: #000000; font-size: small;\">Using a 1035 exchange, you may be able to trade a permanent life insurance policy that you have owned for a long time for another insurance product that better meets your needs.<br \/>\n<\/span><a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/news.cfm?A=3486\"><span style=\"color: #003366; font-size: xx-small;\">Read\u00a0More&gt;&gt;&gt;<\/span><\/a><\/span><\/td>\n<td width=\"10\"><\/td>\n<\/tr>\n<tr>\n<td width=\"10\"><\/td>\n<td colspan=\"2\" height=\"1\"><\/td>\n<td width=\"10\"><\/td>\n<\/tr>\n<tr>\n<td width=\"10\"><\/td>\n<td><a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/news.cfm?A=3487\"><img decoding=\"async\" src=\"http:\/\/cassidyfinancialservices.planningwise.com\/News_Graphics\/20181103thumb.jpg\" alt=\"\" width=\"100\" height=\"100\" border=\"0\" \/><\/a><\/td>\n<td colspan=\"1\"><span style=\"font-family: arial,helvetica,sans-serif;\"><a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/news.cfm?A=3487\"><span style=\"color: #000000; font-size: small;\"><strong>Donor-Advised Funds<\/strong>\u00a0<\/span><\/a><br \/>\n<span style=\"color: #000000; font-size: small;\">A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations.<br \/>\n<\/span><a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/news.cfm?A=3487\"><span style=\"color: #003366; font-size: xx-small;\">Read\u00a0More&gt;&gt;&gt;<\/span><\/a><\/span><\/td>\n<td width=\"10\"><\/td>\n<\/tr>\n<tr>\n<td width=\"10\"><\/td>\n<td colspan=\"2\" height=\"1\"><\/td>\n<td width=\"10\"><\/td>\n<\/tr>\n<tr>\n<td width=\"10\"><\/td>\n<td><a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/news.cfm?A=3488\"><img decoding=\"async\" src=\"http:\/\/cassidyfinancialservices.planningwise.com\/News_Graphics\/20181104thumb.jpg\" alt=\"\" width=\"100\" height=\"100\" border=\"0\" \/><\/a><\/td>\n<td colspan=\"1\"><span style=\"font-family: arial,helvetica,sans-serif;\"><a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/news.cfm?A=3488\"><span style=\"color: #000000; font-size: small;\"><strong>Weighing a Wider Range of Health Plan Options<\/strong>\u00a0<\/span><\/a><br \/>\n<span style=\"color: #000000; font-size: small;\">The Affordable Care Act (ACA) does not require small businesses with fewer than 50 full-time employees to offer health insurance. Still, many would like to do so, in part to stay competitive in a tightening job market.<br \/>\n<\/span><a href=\"http:\/\/cassidyfinancialservices.planningwise.com\/news.cfm?A=3488\"><span style=\"color: #003366; font-size: xx-small;\">Read\u00a0More&gt;&gt;&gt;<\/span><\/a><\/span><\/td>\n<td width=\"10\"><\/td>\n<\/tr>\n<tr>\n<td width=\"10\"><\/td>\n<td colspan=\"2\" height=\"1\"><\/td>\n<td width=\"10\"><\/td>\n<\/tr>\n<tr>\n<td colspan=\"4\"><img decoding=\"async\" src=\"http:\/\/cassidyfinancialservices.planningwise.com\/news_graphics\/e-ai-nov-2018infographic.jpg\" alt=\"\" \/><\/td>\n<\/tr>\n<tr>\n<td colspan=\"4\" height=\"4\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td bgcolor=\"#FFFFFF\" height=\"1\"><\/td>\n<\/tr>\n<tr>\n<td>\n<table border=\"0\" width=\"740\" cellspacing=\"0\" cellpadding=\"2\" bgcolor=\"#FFFFFF\">\n<tbody>\n<tr>\n<td align=\"center\" width=\"740\"><span style=\"color: #757575; font-family: Arial,helvetica,sans-serif;\">This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. \u00a9 2018 Broadridge Investor Communication Solutions, Inc.<\/span><\/td>\n<\/tr>\n<tr>\n<td align=\"center\" width=\"740\"><span style=\"color: #757575; font-family: Arial,helvetica,sans-serif;\">Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker\/Dealer,<br \/>\nMember FINRA\/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a<br \/>\nRegistered Investment Advisor. Cassidy Financial Services, LLC and Cambridge are not affiliated<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0 November 2018 Home\u00a0\u00a0\u00a0|\u00a0\u00a0\u00a0Contact\u00a0Us\u00a0\u00a0\u00a0|\u00a0\u00a0\u00a0Sign\u00a0Up Insurance Strategies\u00a0 Using a 1035 exchange,  [&#8230;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false,"footnotes":""},"categories":[3],"tags":[],"class_list":["post-3683","post","type-post","status-publish","format-standard","hentry","category-press-releases"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.9 - aioseo.com -->\n\t<meta name=\"description\" content=\"November 2018 Home | Contact Us | Sign Up Insurance Strategies Using a 1035 exchange, you may be able to trade a permanent life insurance policy that you have owned for a long time for another insurance product that better meets your needs. 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Read More&gt;&gt;&gt; Donor-Advised Funds A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial","og:url":"https:\/\/www.eastwindsorchamber.com\/site\/the-american-investor-from-cassidy-financial\/","og:image":"https:\/\/cassidyfinancialservices.planningwise.com\/news_files\/162295\/e267266mh.jpg","og:image:secure_url":"https:\/\/cassidyfinancialservices.planningwise.com\/news_files\/162295\/e267266mh.jpg","article:published_time":"2018-11-14T19:53:26+00:00","article:modified_time":"2018-11-14T19:53:41+00:00","twitter:card":"summary_large_image","twitter:title":"The American Investor from Cassidy Financial - East Windsor Chamber of Commerce","twitter:description":"November 2018 Home | Contact Us | Sign Up Insurance Strategies Using a 1035 exchange, you may be able to trade a permanent life insurance policy that you have owned for a long time for another insurance product that better meets your needs. Read More&gt;&gt;&gt; Donor-Advised Funds A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial","twitter:image":"http:\/\/cassidyfinancialservices.planningwise.com\/news_files\/162295\/e267266mh.jpg"},"aioseo_meta_data":{"post_id":"3683","title":null,"description":null,"keywords":null,"keyphrases":null,"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":null,"og_custom_url":null,"og_article_section":null,"og_article_tags":null,"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":[],"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":null,"pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":null,"robots_max_videopreview":null,"robots_max_imagepreview":"large","priority":null,"frequency":null,"local_seo":null,"breadcrumb_settings":null,"limit_modified_date":false,"ai":null,"created":"2024-09-25 21:59:26","updated":"2025-06-13 04:13:30","seo_analyzer_scan_date":null},"aioseo_breadcrumb":"<div class=\"aioseo-breadcrumbs\"><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.eastwindsorchamber.com\/site\" title=\"Home\">Home<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.eastwindsorchamber.com\/site\/category\/press-releases\/\" title=\"Press Releases\">Press Releases<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\tThe American Investor from Cassidy Financial\n\t\t<\/span><\/div>","aioseo_breadcrumb_json":[{"label":"Home","link":"https:\/\/www.eastwindsorchamber.com\/site"},{"label":"Press Releases","link":"https:\/\/www.eastwindsorchamber.com\/site\/category\/press-releases\/"},{"label":"The American Investor from Cassidy Financial","link":"https:\/\/www.eastwindsorchamber.com\/site\/the-american-investor-from-cassidy-financial\/"}],"_links":{"self":[{"href":"https:\/\/www.eastwindsorchamber.com\/site\/wp-json\/wp\/v2\/posts\/3683","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.eastwindsorchamber.com\/site\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eastwindsorchamber.com\/site\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eastwindsorchamber.com\/site\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eastwindsorchamber.com\/site\/wp-json\/wp\/v2\/comments?post=3683"}],"version-history":[{"count":2,"href":"https:\/\/www.eastwindsorchamber.com\/site\/wp-json\/wp\/v2\/posts\/3683\/revisions"}],"predecessor-version":[{"id":3685,"href":"https:\/\/www.eastwindsorchamber.com\/site\/wp-json\/wp\/v2\/posts\/3683\/revisions\/3685"}],"wp:attachment":[{"href":"https:\/\/www.eastwindsorchamber.com\/site\/wp-json\/wp\/v2\/media?parent=3683"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eastwindsorchamber.com\/site\/wp-json\/wp\/v2\/categories?post=3683"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eastwindsorchamber.com\/site\/wp-json\/wp\/v2\/tags?post=3683"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}