Julie Schindel, B.B.A. Prior to joining Caissa, Julie worked in operations across multiple sectors including commercial aviation, service, manufacturing, and property management. A wearer of many hats, and wrangler [...] READ MORE >
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 >