If you have recently inherited an IRA, new guidance from the IRS may impact how you will be required to withdraw from the account. The SECURE Act, passed in 2019, […] READ MORE >

  Many investors may be surprised to learn that not only are they likely to receive capital gains distributions this year, but those distributions may be significantly higher than last […] READ MORE >

By Kelly Pedersen, CFP®      As the owner of a medical practice, you’ve likely spent many years, even decades, “heads down” building your business and treating patients. It’s a […] READ MORE >

By Aimee Bauman, CFP®, CHFC®, CLU®, Director of Financial Planning for CAISSA     As women continue to make strides in taking on executive leadership roles within organizations and launching […] READ MORE >

By Kelly Pedersen, CFP® How to Recession-Proof a Portfolio: 9 Steps to Take Now There are those who believe we are in a recession now. Others think it’s not here […] READ MORE >

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 >