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2019 Medicare Updates

October 24, 2018

Written by Kelly S. Olson Pedersen, CFP®, CDFA Trying to understand Medicare can be confusing and overwhelming. We have some resources to help make it a little easier to understand. […] READ MORE >

CAISSA Investments: Market Update

April 24, 2017

Written by Kelly S. Olson Pedersen, CFP®, CDFA A tip for all of our clients Clients may be reviewing quarterly performance reports sent to you electronically this month. While the […] READ MORE >

I have a will, do I need a trust?

April 24, 2017

Written by Kelly S. Olson Pedersen, CFP®, CDFA  Why you may want to consider having both Many people think a trust is something for rich people only.  While the word […] READ MORE >

March’s Note from Caissa

March 22, 2017

Fresh Starts As we have turned the corner into March we start thinking about Spring Cleaning and starting fresh! Going into the end of the year we made a huge […] READ MORE >