Secure Act Summary By Kelly Olson Pedersen, CFP® The Secure Act — which stands for “Setting Every Community Up for Retirement Enhancement” — enacts many new provisions intended to strengthen [...] READ MORE >
Kelly Shares Tips to Avoid Holiday Scams on KARE 11 It’s the holiday season and unfortunately, that means scams are on the rise. Kelly stopped by KARE 11 to explain [...] READ MORE >
CAISSA Spotlight: Meet Kelly For this month’s spotlight, we’re profiling our Founder and CEO Kelly S. Olson Pedersen, who founded CAISSA in 2009. What gets you excited about your work? I [...] READ MORE >
Kelly Receives Top Women in Finance award Last night Kelly received a Top Women in Finance award from Finance & Commerce. The Minnesota publication’s annual awards recognize women who are [...] READ MORE >
Chart of the Month: Are We in a Recession? By Kelly Pedersen, CFP® Whether or not the U.S. is going into a recession is on the minds of many of [...] READ MORE >
Get to Know Aimee Bauman, CFP® Last month we welcomed a new accomplished financial planner to our team, Aimee Bauman, CFP® . Like Caissa, Aimee is passionate about client prosperity. [...] READ MORE >
Kelly Named a Top Woman in Finance Finance & Commerce has named its 2019 Top Women in Finance and recognized Kelly among its distinguished list of honorees. Finance & [...] READ MORE >
Resources to teach financial lessons at any age With the fall season underway, many families are back to their school year routines. We know that good money and budgeting habits [...] READ MORE >
What is a Yield Curve and Why Do We Care About It? by Kelly Pedersen, CFP® The Yield Curve The yield curve is a graph plotting bonds differing in lengths [...] READ MORE >