Caissa’s Tax Update: Tax Bill Proposed Vote
“Tax Cuts and Jobs Act” of 2017 (TCJA) Written by Kelly S. Olson Pedersen, CFP®, CDFA December 18, 2017 We have more and more information coming out about the tax […] READ MORE >
“Tax Cuts and Jobs Act” of 2017 (TCJA) Written by Kelly S. Olson Pedersen, CFP®, CDFA December 18, 2017 We have more and more information coming out about the tax […] READ MORE >
Chart of the Week: Unemployment is still declining as wages are inflating (albeit at a bit slower pace – see below). Wage inflation is one of the leading indicators of […] READ MORE >
Reduce Your Investment Gains Tax Bill You might be thinking this is imposssible…but there is a strategy that prudent and attentive advisors use called “Tax Loss Harvesting”. Caissa helps reduce […] READ MORE >
Top 5 Reasons Why Caissa feels This Market has Room to Run Written by Kelly S. Olson Pedersen, CFP®, CDFA […] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA Don’t wait until a claim has occurred to review your policy…that might be TOO late […] READ MORE >
Retirement Drawdown and Your Retirement Income Portfolio Going into retirement, one of the most overwhelming concerns you may be having is, “Will we have enough money to support us for […] READ MORE >
Expect More with Caissa! Our value at Caissa is in our process….not a product. Clients can Expect More when working with Caissa! Caissa wealth provides a client-focused financial services, with […] READ MORE >
Financial Planning Philosophy Written by Kelly S. Olson Pedersen, CFP®, CDFA Something that we often hear when we start working with a […] READ MORE >
Our torpedo proofing process helps our clients to not just get TO retirement, but THROUGH it. Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, […] READ MORE >
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update – New York City Investment Due Diligence – […] READ MORE >