According to CNBC, one key calculation to keep in mind, when deciding when to claim Social Security benefits, is the "breakeven point," or the point at which the amount you receive if you claim later equals the amount you would have received if you had started early. However, a few blind spots can create misleading results and lead you astray.
By Katie Godbout, Director of Sales and Marketing
Is your business thriving? The 2018 FA Insight Study recently published by TD Ameritrade Institutional states that firms with a specific target market are achieving greater rates of growth and profitability than their peers — the median operating profit margin was 18% greater and the median annual client growth was 35% greater. Are you attracting the right prospects and enchanting them by meeting their every expectation?
Posted in Marketing, Marketing Strategies, White Paper, FinTech, Technology
The Tailored Fit: Q&A
Posted on
August
02,
2018
We sat down with Covisum President Joe Elsasser, CFP®, the author of, “The Tailored Fit: How Advisors Can Use Technology to Mass-Customize Financial Planning,” to ask a few questions about his newly released white paper.
Posted in Free Download, Industry Advice, White Paper, FinTech, Technology, Tech, Joe Elsasser
In his recent white paper, “The Tailored Fit: How Advisors Can Use Technology to Mass-Customize Financial Planning,” Covisum President, Joe Elsasser CFP®, examines the shift from open architecture to full integration.
Posted in White Paper, FinTech, Joe Elsasser
New white paper examines how advisors can use technology to mass-customize financial planning
Posted on
July
10,
2018
Covisum’s new white paper, “The Tailored Fit: How Advisors can use Technology to Mass-Customize Financial Planning,” takes a closer look at how new technological tools will change the current landscape for financial advisors.
Posted in White Paper, FinTech, Joe Elsasser
In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. This week, we asked Joe and Ron to discuss, the 4% rule.
Posted in Joe Elsasser, Ron Piccinini, PhD, ThinkAdvisor, The Advisor & The Quant
A recent article from CNBC offered an analysis of a handful of Social Security calculators currently available to assist advisors and consumers with the best claiming strategy. The details surrounding Social Security benefits are extensive, and calculators help streamline the process.
Posted in Social Security, Joe Elsasser, Social Security Benefits, CNBC
By Kristi Piehl, Founder & CEO of Media Minefield
People trust their local news outlets and the journalists who run them. In this era of skepticism and ‘fake news,’ surveys show local news beats out national news when it comes to trust.That trustworthiness and credibility transfers to the experts interviewed on the local news. You can harness this power, build your brand and increase your exposure through earned media interviews. Let’s start by answering some of the top questions about earned
Posted in Marketing, Marketing Strategies
At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new dependent tax credit feature allows advisors to demonstrate the impact of the revised dependent tax credit, including for dependents over the age of 16
Posted in Tax Clarity, Tax Map, Taxes, Tax Law, New Tax Law, New Features
In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, addressed common misconceptions surrounding financial risk and the dangers of relying on an outdated financial risk model.
Posted in In The News, portfolio risk, Joe Elsasser, Forbes
