By Julie Betchwars, CFP, Senior Wealth Advisor Thinking of Taking Social Security at Age 62? 4 Reasons You Might Want to Reconsider After decades of working, it can […] READ MORE >
CAISSA Wealth Service Associate Caissa Wealth Strategies serves affluent clients in their wealth management needs. We focus on financial planning, starting with the tax return, which drives our […] READ MORE >
From mother to daughter: 4 things every young woman should know about managing money By Merissa Perkins, CFP®, Wealth Advisor Each one of us has valuable financial lessons we’ve learned […] READ MORE >
How to fulfill your wish to send your kids (or grandkids) to college and bolster your estate planning in the process By Kelly S. Olson Pedersen, CFP®, […] READ MORE >
Ryan Zywotko, CFA, CMT Ryan serves as the Director of Investments at CAISSA Wealth Strategies. He joined the team in 2022, and specializes in investment research, asset allocation and […] READ MORE >
What’s the ‘Fed’ up to? 3 ways to respond to recent actions by the Federal Reserve By Lucas Aubin, Financial Planning Associate No doubt you’ve seen and heard […] READ MORE >
ESG and impact investing for women: make a difference AND a return By Kelly Pedersen, CFP® For more and more of us, it’s no longer just about the money. […] READ MORE >
5 Tips for Weathering a Volatile Market By Kelly Pedersen, CFP® The daily gyrations of the markets have many people on edge, to say the least. That should […] READ MORE >
By Andrew Campbell, CFP®, Senior Wealth Advisor Six Steps to Prepare the Next Generation for the Responsibility of Wealth It’s a phenomenon known as “shirtsleeves to shirtsleeves in […] READ MORE >
Merissa Perkins Financial Planning Specialist Merissa@caissawealth.com (952)-777-4306 Merissa’s Bio SPOTLIGHT Interview What is your role at CAISSA? (i.e. How would you explain your job to […] READ MORE >