These 4 tips will make planning your next seminar easy

Posted on May 30, 2018

Hosting educational seminars can be an effective way to grow your business and get you back on track to reach your 2018 goals. We want to help you grow your business. 

It’s not too late to plan an educational seminar to attract new clients. Here are the four things you should do to make your next seminar a success and put your 2018 goals back into focus.

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Posted in Client Events, Marketing, seminar, Financial Planning, Clients, Grow your business

A closer look at the new Tax Clarity updates: saver’s credit

Posted on May 29, 2018

At the beginning of April, Covisum rolled out four new features to our Tax Clarity® software. The new saver’s credit feature allows an advisor to demonstrate the impact the saver's credit can have on a client’s retirement plan, which is particularly relevant for semi-retired clients who have choices on which accounts to draw from in order to supplement part-time work.

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Posted in Tax Clarity

Dream team: financial advisors & CPAs

Posted on May 28, 2018

Collaboration leads to better client thinking

Financial advisors can capitalize on this era of new tax laws by forming mutually beneficial relationships with CPAs. CPAs can add value to your practice, both by providing tax advice and by referring clients who need financial plans. Tax advice that a CPA gives is different than the advice you can give for a tax-efficient retirement plan. But when paired together, this advice empowers your client to make the best financial decisions. Use our free

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Posted in Free Download, Tax Clarity, CPAs, Referals

3 questions that make creating a retirement investment strategy easier

Posted on May 21, 2018

Crafting a retirement investment strategy can be a daunting task for many people, even when they have a great financial advisor. The best way to help your clients get started is to remind them to slow down and answer three questions.

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Posted in Industry Advice, Retirement, Retirement Age, Risk, portfolio risk, FinancialPlannng

A closer look at the new Tax Clarity updates: self-employment tax

Posted on May 15, 2018

At the beginning of April, Covisum rolled out four new features to our Tax Clarity® software. The new self-employment tax calculates the impact of paying both the employee and the employer's share of Social Security and Medicare taxes for self-employed clients.

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Posted in Tax Clarity, Features, New, Tax Cuts and Jobs Act

Nationwide survey suggests many Americans have a poor understanding of Social Security

Posted on May 09, 2018

Results from a recent Harris Poll from the Nationwide Retirement Institute® suggest many Americans nearing retirement age lack sufficient understanding of their Social Security benefits.

InvestmentNews summarized the survey results.

Some of the key findings:

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Posted in Social Security, Social Security Benefits, Retirement Planning, FinancialPlannng

ThinkAdvisor: Covisum's advisor and quant discuss how to help married couples maximize their social security benefits

Posted on May 08, 2018

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "Social Security Timing: What couples should consider."

In this edition, we asked both Joe and Ron how a married couple should decide when to claim Social Security.

Joe's response included:

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Posted in Social Security Benefits, ThinkAdvisor, The Advisor & The Quant

ThinkAdvisor: Covisum's advisor and quant discuss how to manage sequence of returns risk in retirement planning

Posted on May 01, 2018

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "How do you manage sequence of returns risk in retirement planning?" 

In this edition, Joe and Ron discuss how to protect clients from a down market in the crucial early withdrawal years.

Joe's response included:

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

Investors Chronicle highlights SmartRisk

Investors Chronicle published an article, "Alpha Portfolios: Appreciating Real Tactical Risk" by James Norrington on April 13, 2018.

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Posted in In The News, Smart Risk, Investors Chronicle, InvestmentNews

The 7 books (and papers) everyone with an interest in financial tech should read

In honor of Financial Literacy Month, Covisum President, Joe Elsasser,CFP®, has created a reading list for anybody with an interest in the financial tech industry. As you know, this is evolving. Financial advisors, finance students, and those working in fintech can benefit from this reading list.

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Posted in Blog, Free Download, White Paper, Joe Elsasser, Grow your business