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

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

How to approach ‘A Fine Mess’ of a tax code before Trump reform

Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.

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Posted in Blog, Fiduciary Rule, Free Download, In The News, Tax, Tax Clarity, Tax Reform, White Paper

Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line.

Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based platform later this year.

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Posted in Acquisition, Blog, Covisum Team, In The News, Risk, SmartRisk, Software Programs

Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals.

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Posted in Acquisition, Blog, In The News, Press Release, Risk, Software Programs

Social Security strategies in 2017

Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum is passionate about improving lives through better financial decisions. He was recently featured on Financial-Planning.com in, "Social Security savviness still pays off."

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Posted in Blog, Claiming Strategies, In The News, Retirement, Social Security, Social Security Timing, Software Programs

ThinkAdvisor: black swans, Trump's victory, DOL rule: black swan expert explains

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Posted in Blog, Fiduciary Rule, In The News, Industry Advice, Risk, SmartRisk

How indifferent are you to risk? - Investors Chronicle

Posted on June 03, 2016
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Posted in Blog, In The News, Risk, SmartRisk, SmartRisk

Social Security Timing in the news: MarketWatch - 4/12/16

When readers flooded MarketWatch with questions about the Social Security claiming strategies’ deadlines, the publication relied on Social Security Timing’s David Cechanowicz for an expert answer. Read more.

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Posted in In The News