How can financial advisors add significant value for clients?

Financial advisors have a great opportunity to help clients harboring misunderstandings of common systems with significant financial impact. Using education and visualization of these systems, it's possible for advisors to add significant value to their client's lives.


Posted in Blog, Fiduciary Rule, Industry Advice, Planning Techniques, Retirement, Software Programs, Tax Clarity

Happy Holidays from the Covisum Team


Posted in Uncategorized

5 big Social Security issues to think about in 2017

Check out these five Social Security issues to discuss with clients in 2017. Big changes in Social Security next year could cost clients some of their benefits. Read the article from Financial Planning.


Posted in Blog, Claiming Strategies, COLA, Cost of Living Adjustment, Full Retirement Age, Retirement, Retirement Age, Social Security

New beginnings

We’re looking forward to a new year in a new space!

As we look back at 2016, a lot has changed. In January, we launched Covisum, which means “shared vision” and represents our commitment to help our advisors and their clients make better retirement decisions. This new company formed out of the success of Social Security Timing®, which has grown to support thousands of advisors all across the nation. In the spring, we rolled out a new product, Tax Clarity™, which is already making an impact


Posted in Blog, Covisum Team

Help — I need somebody!

The Covisum support team is here for you, when “not just anybody” will do.

One of our founding principles is to provide awesome support for our subscribers. One way we do that is through our expert support team. As experts in our software programs and the complex rules our software helps navigate, you can count on us when you’re stuck.


Posted in Blog, Social Security Timing, Software Programs, Tax Clarity

Dead or alive?: Social Security planning a year after Bipartisan Budget Act

The reports of the death of Social Security planning have been greatly exaggerated. A year after its passage, we look at how the legislation’s elimination of two key Social Security claiming strategies has impacted clients and financial advisors.


Posted in Bipartisan Budget Act, Blog, Claiming Strategies, Industry Advice, Planning Techniques, Social Security, Social Security Timing