New DOL Rules – Caissa has been doing it all along! Over the past year, there has been increasing buzz in the financial industry surrounding new regulations from the Department [...] READ MORE >

Are you prepared to protect your social security benefits? Congress is killing the File-and-Suspend strategy that allowed couples to boost lifetime Social Security retirement benefits by thousands of dollars.  However, [...] READ MORE >

Maximize Your Social Security Benefits with Good Planning Retirement income from Social Security is a simple process. The government levies taxes on current employees and places the money into the [...] READ MORE >

Digital Assets: Are YOU Protected? Do you have a plan for what happens to the things you own when you die? Does that include your “digital assets?” Whether you realize [...] READ MORE >

Best Buy Invites CAISSA’s Kelly Pedersen to Speak to Their Employees about Estate Planning I had the pleasure of being invited to the Best Buy Corporate Campus in Minneapolis last [...] READ MORE >

Keep your child safe while they’re away at school or traveling abroad Do you have a college bound kid? You may want to draft a few documents before sending them [...] READ MORE >