7 tax planning strategies for an unpredictable world
We live in a world constantly in flux … more so than ever it seems recently. The markets clearly demonstrate this, often on a daily basis, [...] READ MORE >
The Financial Backdrop as Ukraine Waits and Worries
Dear Clients and Colleagues, Tensions in the Ukraine are coming to a head after much posturing. I wanted to provide some color as to how the situation might effect our [...] READ MORE >
Business owners, is now the time to sell? 5 steps every business owner should take to prepare.
The numbers can be eye-popping. Even amid the pandemic (in some cases because of the pandemic), many businesses are experiencing record valuations. READ MORE >
Inflation is back: should you worry about it?
Inflation is back: should you worry about it? By Kelly Pedersen, CFP® Inflation is back in the news in a way we haven’t seen in years. The annual rate of [...] READ MORE >
7 ways to make the most of your charitable giving
7 ways to make the most of your charitable giving By Kelly Pedersen, CFP® It’s that time of year when many of us are feeling charitable and thinking about giving [...] READ MORE >
Capital gains distributions: be aware and be prepared
Capital gains distributions: be aware and be prepared By Kelly Pedersen, CFP® First, the good news. Markets are up across the board. The S&P 500 has risen more than 22 [...] READ MORE >
CAISSA SPOTLIGHT: Meet Andrew Campbell
Andrew Campbell Senior Wealth AdvisorAndrew@caissawealth.com(952) 208-1452 Andrew’s Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to financial services?)~ [...] READ MORE >
Over 50 and divorce: what you need to know
What every woman over age 50 going through divorce needs to know to take control of her financial future By Kelly Pedersen, CFP®, CDFA As a Certified Divorce Financial Analyst [...] READ MORE >
CAISSA SPOTLIGHT: Meet Melissa Hoffman
Melissa Hoffman Client Relations SpecialistMelissa@caissawealth.com(952) 777-2274 Melissa’s Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to financial services?)~My role [...] READ MORE >