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 this afternoon to explain why and what viewers can do in […] READ MORE >
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 retirement security across […] 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 some common scams to watch out for and how to […] 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 love identifying and taking […] 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 making an impact in their professions and […] 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 our clients and colleagues. Common misconceptions are that a […] 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. As a senior financial planner at […] 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 & Commerce’s Top Women in Finance honors program […] 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 are essential to navigating life, but many schools […] READ MORE >