Navigating Retirement: Strategic Planning with CAISSA and Copeland Buhl In this CAISSA Colleague segment, Kelly Pedersen, owner of CAISSA Wealth Strategies, sits down with Katie Monger, CPA and partner at [...]
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The Difference Between a Fee-Only Wealth Management Firm and Other Types of Firms When it comes to managing your finances, understanding the structure of the wealth management firm you choose [...]
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The Federal Reserve has initiated its first rate cut in four years, lowering the benchmark federal funds rate by 50 basis points and bringing it to a range of 4.75% [...]
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We are thrilled to have Aimee Bauman as a valued member of the CAISSA team. She is a Director of Wealth Planning who specializes in high-net-worth cash flow and estate [...]
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Navigating Executive Transitions: A Conversation with Kelly Pedersen of CAISSA Wealth and Melissa Johnston of EntreBank In the first CAISSA Colleague Blog, Kelly Pedersen, owner of CAISSA Wealth Strategies, sits [...]
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There’s an aspect of financial planning that’s frequently overlooked when a family is sending a child off to college: the importance of having a Power of Attorney (POA) and Health [...]
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The cost of college continues to cause sticker shock for many families. According to U.S. News, the average cost of tuition and fees for the 2023–2024 school year was $42,162 [...]
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A July CPI report showed inflation has dropped to 2.9% (the lowest level since March 2021). This update, coupled with recent softening in the labor market, has all but guaranteed [...]
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