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 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®
By Kelly S. Olson Pedersen, CFP®, CDFA It can seem like alphabet soup. CFP®. CDFA. CFA. CPA. CIMA. As confusing as it may […] READ MORE >
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 a business owner or corporate executive whose compensation has grown increasingly […] READ MORE >
Think taxes are going up? It’s time to stop investing everything in your traditional 401(k) or IRA!
By Kelly Olson Pedersen, CFP®, CDFA Bite the tax bullet now to avoid a potentially bigger tax hit later. That, in essence, is what we’ve been telling clients who are […] READ MORE >
The stock market is near an all-time high. What is your greatest risk?
Complacency – your greatest risk as the stock market nears an all time high By Kelly Olson Pedersen, CFP®, CDFA With the stock markets hovering at all-time highs, one of […] READ MORE >
Proactively Optimizing Client Investments, Taxes and Financial Planning Through This Downturn
A note from Kelly Olson Pedersen, CFP® This has been a crazy couple of months. Not only are the markets having fits and starts, but we are in an unprecedented […] READ MORE >
How Investors Can Respond To Covid-19
Events are being canceled, people are staying home from work and the stock market is incredibly volatile. The coronavirus is having widespread economic implications. What can investors do to protect […] READ MORE >
Coronavirus and the Stock Markets
Executive Summary (details following): The Coronavirus has halted consumers as large events are being canceled, people are staying home from social functions and sick days are being used. The S&P […] READ MORE >