By Kelly Pedersen, CFP® There are those who believe we are in a recession now. Others think it’s not here yet, but it’s on the way. Either way, recessions are […] READ MORE >

By Julie Betchwars, CFP, Senior Wealth Advisor      After decades of working, it can be tempting to file for your Social Security retirement benefits as soon as you can, […] READ MORE >

  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 […] READ MORE >

By Merissa Perkins, CFP®, Wealth Advisor   Each one of us has valuable financial lessons we’ve learned along the way. Some came at just the right time and set us up […] READ MORE >

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®, […] READ MORE >

 Ryan Zywotko, CFA, CMT   Ryan serves as the Director of Investments at CAISSA Wealth Strategies. He joined the team in 2022, and specializes in investment research, asset allocation and […] READ MORE >

  By Lucas Aubin, Financial Planning Associate   No doubt you’ve seen and heard the “Fed” referenced in the news a lot lately. The Fed (short for Federal Reserve) is […] READ MORE >

By Kelly Pedersen, CFP®    For more and more of us, it’s no longer just about the money.  There has been a sea change growing in how people invest in […] READ MORE >

  By Kelly Pedersen, CFP®    The daily gyrations of the markets have many people on edge, to say the least. That should come as no surprise considering the S&P […] READ MORE >

By Andrew Campbell, CFP®, Senior Wealth Advisor      It’s a phenomenon known as “shirtsleeves to shirtsleeves in three generations,” and it is all too common among families of significant […] READ MORE >