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 >
CAISSA SPOTLIGHT: Meet Amy Ziegler
Amy Ziegler Operations Specialist amy@caissawealth.com (952) 247-0179 Amy’s Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to [...] READ MORE >
Parents and Grandparents: 6 Things You Probably Don’t Know About 529 Plans and Saving for College
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®, CDFA [...] READ MORE >
CAISSA SPOTLIGHT: Meet Lucas Aubin
Lucas Aubin Investment Specialist lucas@caissawealth.com (952) 297-8491 Lucas’ Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to [...] READ MORE >
Acronyms Matter: Why you should work with a financial advisor who is a CFP®
Acronyms Matter: Why you should work with a financial advisor who is a CFP® By Kelly S. Olson Pedersen, CFP®, CDFA It can [...] READ MORE >
Another shot at happily ever after: financial advice for women who plan to remarry
Another shot at happily ever after: financial advice for women who plan to remarry By Kelly S. Olson Pedersen, CFP®, CDFA More and more of us are walking down the [...] READ MORE >
What is a ‘personal CFO’? 6 reasons why you need one
What is a ‘personal CFO’? 6 reasons why you need one By Kelly S. Olson Pedersen, CFP®, CDFA Does this sound familiar? Your taxes have become mind-boggling complicated. You are [...] READ MORE >