Recap: 5 Days of Giving
Recap: 5 Days of Giving A CAISSA favorite – our annual 5 Days of Giving campaign – recently concluded. Thank you to everyone who voted for your favorite charities last [...] READ MORE >
Is the Next Recession Approaching? Kelly Shares Insights on KARE 11
Is the Next Recession Approaching? Kelly Shares Insights on KARE 11 Americans have been bracing for the next recession, but it might not be imminent. Kelly stopped by KARE 11 [...] READ MORE >
Secure Act Summary (IRA Beneficiary Distribution Changes)
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
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
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
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?
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®
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
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 >