Dear Client, Thank you for allowing us to be your trusted advisor. As we near tax filing time, we thought we would share a few tips with you to make [...]
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 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 [...]
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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, [...]
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  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 [...]
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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 [...]
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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 [...]
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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 [...]
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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 [...]
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  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 [...]
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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 [...]
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