Get to Know Aimee Bauman, CFP® Last month we welcomed a new accomplished financial planner to our team, Aimee Bauman, CFP® . Like Caissa, Aimee is passionate about client prosperity. [...]
READ MORE >
Kelly Named a Top Woman in Finance Finance & Commerce has named its 2019 Top Women in Finance and recognized Kelly among its distinguished list of honorees. Finance & [...]
READ MORE >
Job Opening: Associate Planner CAISSA has grown rapidly and we are looking to welcome an additional Associate Planner to the team! If you are or you know anyone who might [...]
READ MORE >
Kelly Receives International Award for Women Entrepreneurs Kelly was recently named a winner of the 2019 Enterprising Women of the Year Award, an international award from Enterprising Women magazine that recognizes [...]
READ MORE >
Kelly Shares 2019 Investing Tips on KARE 11 Kelly stopped by KARE 11 News today to talk about the recent stock market dip and how investors can respond. This interiew [...]
READ MORE >
Note from CAISSA Is it just us, or has summer just flown by again this year? At CAISSA, we have been extra busy this summer working on and polishing up [...]
READ MORE >
Caissa’s Financial Planning Process We take great pride in our approach to financial planning. The value we bring to our clients is in our drive to detail, experience, and the knowledge [...]
READ MORE >
“Tax Cuts and Jobs Act” of 2017 (TCJA) Written by Kelly S. Olson Pedersen, CFP®, CDFA December 18, 2017 We have more and more information coming out about the tax [...]
READ MORE >
Retirement Drawdown and Your Retirement Income Portfolio Going into retirement, one of the most overwhelming concerns you may be having is, “Will we have enough money to support us for [...]
READ MORE >