Covisum Blog

Planning advice that stands up to rapid change

As I read recent research on the economy and investments, two images came to mind: a canoe, and a car pulling a trailer. . . .
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How one advisor more than tripled client responses

After changing his Social Security presentation and seminar, David Conner, a Social Security Timing® subscriber since . . .
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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 . . .
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