Cassidy Dyer, Equitable Advisors, LLC

Financial advisor providing holistic financial planning to help you achieve your goals Equal Opportunity Employer – M/F/D/V.

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4 Ways to Save Money on Your Summer Vacation With Travel Credit Cards 06/17/2024

Summer vacation season is here! Did you know using travel credit cards can help you save money? Read this article to find out how. Be sure to follow me for more smart money-saving strategies.

4 Ways to Save Money on Your Summer Vacation With Travel Credit Cards Image source: The Motley Fool/Unsplash Summer is always a popular time to travel. Since there's more demand, that also means it's usually more

06/16/2024

We wish dads everywhere a very Happy Father’s Day spent with loved ones.

4 Ways to Save Money on Your Summer Vacation With Travel Credit Cards 06/10/2024

Planning your summer vacation? Make the most of your travel with these money-saving strategies using travel credit cards! Check out this article for great advice on how to save on your summer adventures.

4 Ways to Save Money on Your Summer Vacation With Travel Credit Cards Image source: The Motley Fool/Unsplash Summer is always a popular time to travel. Since there's more demand, that also means it's usually more

06/10/2024

It’s graduation season! We celebrate students on this milestone and honor the educators who instructed and supported them on this journey to pursue the possibilities.

06/02/2024

At Equitable, we take pride in embracing a culture where uniqueness and the freedom to be yourself is celebrated.

05/30/2024

Check out LPL Financial Research's Weekly Commentary on the market: “Earnings Are Doing Their Part".

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Supporting Educators Beyond Finances 05/29/2024

As the school year draws to a close, let’s take a moment to congratulate educators everywhere on another year well done. We appreciate all that you do for our students and communities. Watch this video to learn more about how Equitable Foundation supports educators and students inside and outside the classroom.

Supporting Educators Beyond Finances At Equitable, we want to support educators holistically, thinking beyond finances. Learn more about our efforts to be a force for good.

Roth vs Traditional IRA: Your Best Match 05/28/2024

In this video we explore the benefits and tax advantages of these types of individual retirement accounts which can help you secure your financial future. Learn key differences between Traditional and Roth IRAs to determine which suits you best, then reach out so we can schedule time to discuss more.

Roth vs Traditional IRA: Your Best Match Explore the benefits and tax advantages of both Roth and Traditional individual retirement account to determine which suits your personal situation best. An ...

Roth vs Traditional IRA: Your Best Match 05/28/2024

Roth vs. Traditional IRA? Determining your best option depends on personal variables and future plans. Watch this video to make sure you understand key differences and benefits between these two options, then let's find a time to check in so we can set up your best fit- reach out today.

Roth vs Traditional IRA: Your Best Match Explore the benefits and tax advantages of both Roth and Traditional individual retirement account to determine which suits your personal situation best. An ...

05/27/2024

We remember and honor the brave men and women who made the supreme sacrifice in defense of our freedoms and way of life.

05/23/2024

Check out LPL Financial Research's Weekly Commentary on the market: “How's it Going? Depends on Who you Ask".

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How to 10x Your Financial Happiness, according to Science? 05/22/2024

Remember, every decision you make today can shape a brighter tomorrow. By adopting a scientific approach to finance, you can turn dreams into reality and achieve true financial gratification. Check out this interesting article to learn how! Follow me for more tips on managing your finances.

How to 10x Your Financial Happiness, according to Science? It’s easy to overlook the value of financial happiness in our lives in the pursuit of pleasure and achievements. When you think of spending your money

Transitioning to Retirement 05/21/2024

As you approach retirement, you'll want to take steps to prepare your portfolio and help ensure you have strategies in place to address changes in tax obligations. This article will give you an overview of tax considerations along with tactics for financial efficiency. Read on then check in with your financial professional for individualized guidance.

Transitioning to Retirement As you get closer to retirement, there are important tax and budget considerations that can help ensure your financial well-being. Watch this video to learn...

05/18/2024

We pay tribute to the men and women in the Armed Forces who risk their lives to ensure our freedom and rights here and abroad. Thank you for your tremendous service.

05/16/2024

Check out LPL Financial Research's Weekly Commentary on the market: “Preferred Securities: Still Our Preferred Non-Core Bond Sector"

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26 Ways to Simplify Your Financial Life – While Saving Astronomical Amounts of Money 05/13/2024

Tired of feeling overwhelmed by your finances? It's time to simplify your financial life and start saving money. These strategies can help you get started. If you’re ready for professional help with your financial plan, contact me to discuss your options.

26 Ways to Simplify Your Financial Life – While Saving Astronomical Amounts of Money Interested in simplifying your financial life? You’re not alone. After all, most people’s finances are too complicated. As a result, other parts of

Tax Strategies | Equitable 05/13/2024

When you take withdrawals from savings in retirement, the amounts you net are greater when they’re tax free. Asset location strategies can help maximize retirement income by potentially reducing the tax you’ll pay – whether you’re in the lowest 10% tax bracket or the highest at 37%.

Contact me for more information.

Tax Strategies | Equitable Taxes may significantly impact your retirement. Learn how 401k's, life insurance, IRA's, annuities, 403b's and other retirement products can be allocated to help reduce taxes.

05/12/2024

Happy Mother’s Day! We hope moms enjoy a memorable day, filled with lots of pampering, relaxation and indulgence.

05/09/2024

Check out LPL Financial Research's Weekly Commentary on the market: “Sell in May? Maybe Not".

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05/09/2024

As a financial professional, I encourage you to think about the future of the young women in your life. Consider establishing a college savings account specifically for them. Even small contributions made over time can accumulate and have a significant impact on their future opportunities. By doing so, we can empower the next generation of women to pursue their dreams and aspirations through education. Contact me and together let's take a step towards creating a brighter future for them!

05/09/2024

As a financial professional, I strongly believe in the importance of early savings. It's crucial to start planning for your child's education as soon as possible. College costs can be daunting, but with proper financial planning and foresight, you can provide your child with the invaluable gift of a debt-free education. I can help you explore various college savings options that can help you achieve this goal. By taking action now, you'll be setting your child up for a brighter future.

Discover a fulfilling career at Equitable 05/08/2024

WHY EQUITABLE ADVISORS?
Strong leadership, support and professional development matter. Our financial professionals are supported through mentoring, learning and development courses, professional associations, annual events and more.

Discover a fulfilling career at Equitable Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

05/08/2024

During Teacher Appreciation Week, I’m saying thank you to teachers for nurturing the minds, hearts and dreams of the next generation!

05/06/2024

Nurses are vital to ensuring our well-being. We take this opportunity to show our appreciation for their dedication and work.

05/05/2024

We wish you a happy and festive Cinco De Mayo!

05/03/2024

It’s Jewish American Heritage Month, and we acknowledge and celebrate the countless achievements and contributions the Jewish community has made to enriching our society.

05/01/2024

Congratulations to Missy Testerman for being honored as The CCSSO 2024 National Teacher of the Year! Representing Rogersville City School, Missy serves as the district ESL specialist and ESL program director. Thank you to Missy and all educators who continue to show us educational excellence.

05/01/2024

The Asian American-Pacific Islander community has made indelible contributions that have enriched our society. We uplift and celebrate them this Asian American-Pacific Islander month.

Transitioning to Retirement 04/30/2024

You've spent time and money planning for your retirement. As it gets closer, make sure you're ready to make the most of this big transition. Watch this video to learn more about the tax and budgeting considerations that will help ensure your long-term financial well-being, then check in with your financial professional for personalized guidance.

Transitioning to Retirement As you get closer to retirement, there are important tax and budget considerations that can help ensure your financial well-being. Watch this video to learn...

04/29/2024

Small businesses and entrepreneurs make up the backbone of our economy. Let’s show our support for them by patronizing local businesses, retailers and restaurants, not only during National Small Business Week, but every day.

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📆 📢Event Alert!Join us on April 18th at 5:00pm at the Wolstein Center located on the Cleveland State University Campus f...

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7965 N. High Street Suite 140
Columbus, OH
43235

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