
Tips for Parents with Kids Heading to College
It is that time of year again where you start thinking about getting the kids back to school Many of our clients have recent grads that are heading off to college [...] READ MORE >
It is that time of year again where you start thinking about getting the kids back to school Many of our clients have recent grads that are heading off to college [...] READ MORE >
Yo-Yo Fed on Raising Interest Rates: Why? Janet Yellen & the FOMC met on the 14th and 15th and held off on raising interest rates in June. This comes on [...] READ MORE >
Minnesota Passes Digital Assets Bill Think you don’t need to include your digital assets in your estate plan, think again! But planning for them will soon be easier in Minnesota! [...] READ MORE >
Growth Stocks or Value Stocks? The financial markets have made a sharp style reversal in the first quarter of 2016. If you compare growth stocks to value stocks, growth has [...] READ MORE >
Why you may want to make updating your will a priority So you haven’t had time to get to drafting up that will – no problem, you can do it [...] READ MORE >
New DOL Rules – Caissa has been doing it all along! Over the past year, there has been increasing buzz in the financial industry surrounding new regulations from the Department [...] READ MORE >
Are you prepared to protect your social security benefits? Congress is killing the File-and-Suspend strategy that allowed couples to boost lifetime Social Security retirement benefits by thousands of dollars. However, [...] READ MORE >
Maximize Your Social Security Benefits with Good Planning Retirement income from Social Security is a simple process. The government levies taxes on current employees and places the money into the [...] READ MORE >
Digital Assets: Are YOU Protected? Do you have a plan for what happens to the things you own when you die? Does that include your “digital assets?” Whether you realize [...] READ MORE >
Best Buy Invites CAISSA’s Kelly Pedersen to Speak to Their Employees about Estate Planning I had the pleasure of being invited to the Best Buy Corporate Campus in Minneapolis last [...] READ MORE >