PLANADVISOR: Advisers Beware and Be Cautious When Talking Taxes in 2018

On Tuesday, President of Covisum Joe Elsasser, CFP® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley presented a webinar, "Tax Law 2018: What Advisors Need to Know," to hundreds of advisors across the nation. PLANADVISOR's John Manganaro attended and wrote this piece summarizing the presentation: Advisors Beware and Be Cautious When Talking Taxes in 2018.

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Posted in In The News, Webinar, Joe Elsasser, Retirement Planning, Tax Cuts and Jobs Act, Tax Law, New Tax Law, PLANADVISOR

ThinkAdvisor: 4 Tips for Navigating Clients’ Tax Questions

Yesterday, Joe Elsasser, CFP®, RHU®, REBC® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a free webinar discussing how to capitalize on opportunities from the change in the tax law. ThinkAdvisor attended and provided this summary article, "4 Tips for Navigating Clients' Tax Questions."

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Posted in In The News, Tax Clarity, Webinar, Financial Planning, Joe Elsasser, Taxes, Retirement Planning, Tax Cuts and Jobs Act, Tax Law, New Tax Law, ThinkAdvisor

ThinkAdvisor features The Advisor and the Quant 

How should advisors prep for a crash?

Joe Elsasser, CFP® and Ron Piccinini, PhD were recently featured in a ThinkAdvisor article, "The Advisor and the Quant: How Should Advisors Prep for a Crash?"

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Posted in In The News, Risk, Joe Elsasser, Ron Piccinini, PhD, Market Volatility, ThinkAdvisor, The Advisor & The Quant

6 topics that will attract prospects and how to deliver them

In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients.

But for seminars to be successful, you must first determine what topics will interest your ideal client. In other words, the flashiest direct mailers won’t get people in seats if the topic doesn’t resonate with them. Consider partnering with subject matter experts on topics of importance to people approaching retirement in a “Retirement Transitions Series.” By offering free

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Posted in Free Download, Marketing, Marketing Strategies, seminar, Retirement Planning

TheStreet: How Does Social Security Calculate My Benefit Check?

TheStreet readers ask about how to get the biggest Social Security checks possible. Robert Powell gets answers from the experts.

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Posted in Bipartisan Budget Act, In The News, Social Security, Joe Elsasser, Social Security Benefits, TheStreet

WealthManagement.com: Social Security Tax Management Moves Upstream 

Covisum President Joe Elsasser, CFP® recently contributed an article to WealthManagement.com explaining how the Tax Cuts and Jobs Act represents a relatively significant tax cut for many retirees, but there are opportunities for advisors to help clients visualize the new tax landscape and make better decisions about which income streams to use at different points in retirement.

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Posted in In The News, Social Security, Joe Elsasser, Tax Cuts and Jobs Act, New Tax Law, WealthManagement.com

Tax law 2018: what financial advisors need to know

Covisum is hosting a free webinar on January 30 at 11 a.m. Central where advisors can learn how to capitalize on opportunities from the change in the tax law. Hear from Joe Elsasser, CFP®, RHU®, REBC® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley, in this must-attend webinar.

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Posted in Tax, Tax Clarity, Tax Map, Tax Reform, Webinar, Financial Planning, Joe Elsasser, Taxes, Retirement Planning, Tax Cuts and Jobs Act, Tax Law, New Tax Law

Join us for a live demonstration of Tax Clarity

Covisum's mission is to improve lives through better decisions. Advisors and financial institutions rely on us to help them guide their clients to make the best financial decisions. That's why we create software and reports that visually illustrate the value of a good decision. Advisors can quickly recognize and identify opportunities to save their clients from leaving significant money on the table.  

Learn more about how we can support you and your business at one of our upcoming live

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Posted in Software Programs, Tax, Tax Clarity, Tax Map, Tax Reform, Training, Support, Webinar, Demo, Financial Planning, Clients, Advisor, Grow your business, Features, Tax Law, New Tax Law

PLANADVISOR: Achieving ‘Tax Clarity’ on Retirement Income Is Possible in 2018

On Friday, Joe Elsasser, CFP®, president of Covisum spoke with PLANADVISOR's John Manganaro about the tax landscape looking into 2018, the updates we've made to Tax Clarity and what advisors should do to make the most of the changes from the Tax Cuts and Jobs Act of 2017.  

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Posted in In The News, Tax Clarity, Tax Map, Grow your business, Taxes, Tax Cuts and Jobs Act, Tax Law, New Tax Law

When clients ask: How do I stress-test my portfolio?

To help you talk risk with clients, Ron Piccinini, Ph.D., answers some common client questions here. Ron, Covisum’s director of product development, is an expert on quantitative risk modeling, heavy-tailed distributions and risk management.

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Posted in SmartRisk, portfolio risk, portfolio volatility, Ron Piccinini, PhD

How to make the most of your Social Security benefits

PlanStrongerTV™ hosted by David Holland, CPA, CFP® featured Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum in an episode titled, "How to Make the Most of Your Social Security Benefits." Watch it now.

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Posted in Claiming Strategies, Industry Advice, Social Security, Social Security Timing, Webcast, Social Security Benefits, Retirement Planning, video

The Tax Landscape in 2018

The U.S. tax landscape is changing. Last week, the Tax Cuts and Jobs Act was passed into law. It is clear that there is a need for members of the general public to understand the changes and how those changes impact their personal situations. Financial advisors are faced with a choice – either take proactive steps to first become educated on the new laws, and then identify specific opportunities for their clients, or risk losing clients to other proactive advisors who choose the first path. 

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Posted in Tax Clarity, Tax Reform, Joe Elsasser, Tax Cuts and Jobs Act, Tax Law

5 Things To Start, Stop, And Keep Doing With Your Financial Practice In 2018

The New Year traditionally brings resolutions, some of which actually will be kept. Financial advisors should go beyond promising to lose weight and work out more to think about ways to build their business. Here are some suggestions:

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Posted in Marketing, Marketing Strategies, Risk, Financial Planning, Downside Risk, Social Security Benefits, Retirement Planning

Covisum updates Tax Clarity software to reflect  Tax Cuts and Jobs Act changes

Advisors can now answer clients' biggest question in the New Year: "How will the new tax law affect me?"

Advisors and financial institutions rely on us to help them guide their clients to make the best financial decisions. Advisors who are struggling to quantify all the implications of the new 500-page Tax Cuts and Jobs Act can gain insight into unseen opportunity to add dollars to a retirement plan with the newly updated Tax Clarity tool. Advisors can now confidently perform tax

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Posted in Tax, Tax Clarity, Tax Map, Taxes, Tax Cuts and Jobs Act, Tax Law, New Tax Law