Helpful Hints for Reviewing Your Homeowner’s Policy
Written by Kelly S. Olson Pedersen, CFP®, CDFA Don’t wait until a claim has occurred to review your policy…that might be TOO late […] READ MORE >
Kelly’s article is published in Market Watch
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 >
Expect More with Caissa!
Expect More with Caissa! Our value at Caissa is in our process….not a product. Clients can Expect More when working with Caissa! Caissa wealth provides a client-focused financial services, with […] READ MORE >
Financial Planning Philosophy
Financial Planning Philosophy Written by Kelly S. Olson Pedersen, CFP®, CDFA Something that we often hear when we start working with a […] READ MORE >
Is Your Retirement Plan “Torpedo Proofed”?
Our torpedo proofing process helps our clients to not just get TO retirement, but THROUGH it. Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, […] READ MORE >
CAISSA Investments: Market Update – New York City
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update – New York City Investment Due Diligence – […] READ MORE >
Caissa’s Tranches of Income
Caissa’s Tranches of Income At Caissa, our philosophy to wealth management incorporates withdrawal timeframes, or “tranches” to plan ahead for market dips. We are told by our clients that this […] READ MORE >
What is a Registered Investment Advisor (RIA)?
What is an RIA? When thinking about managing your nest egg you can do it yourself, work with a broker, work with a financial adviser or work with Caissa, an […] READ MORE >
What Does it Mean to be a CFP®?
Written by Julie Betchwars, CFP® What Does it Mean to be a CFP®? Kelly mentioned that we recently celebrated Merissa completing her initial steps […] READ MORE >
CAISSA Investments: Market Update | June 2017
Written by Kelly S. Olson Pedersen, CFP®, CDFA CAISSA Investments: Market Update | June 2017 Caissa portfolio management in June As of the […] READ MORE >