Navigating Retirement: Strategic Planning with CAISSA and Copeland Buhl  In this Caissa Colleague segment, Kelly Pedersen, owner of Caissa Wealth Strategies, sits down with Katie Monger, CPA and partner at [...] READ MORE >

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The Difference Between a Fee-Only Wealth Management Firm and Other Types of Firms When it comes to managing your finances, understanding the structure of the wealth management firm you choose [...] READ MORE >

The Federal Reserve has initiated its first rate cut in four years, lowering the benchmark federal funds rate by 50 basis points and bringing it to a range of 4.75% [...] READ MORE >

We are thrilled to have Aimee Bauman as a valued member of the CAISSA team. She is a Director of Wealth Planning who specializes in high-net-worth cash flow and estate [...] READ MORE >

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Navigating Executive Transitions: A Conversation with Kelly Pedersen of Caissa Wealth and Melissa Johnston of EntreBank In the first Caissa Colleague Blog, Kelly Pedersen, owner of Caissa Wealth Strategies, sits [...] READ MORE >

There’s an aspect of financial planning that’s frequently overlooked when a family is sending a child off to college: the importance of having a Power of Attorney (POA) and Health [...] READ MORE >

The cost of college continues to cause sticker shock for many families. According to U.S. News, the average cost of tuition and fees for the 2023–2024 school year was $42,162 [...] READ MORE >

A July CPI report showed inflation has dropped to 2.9% (the lowest level since March 2021). This update, coupled with recent softening in the labor market, has all but guaranteed [...] READ MORE >