Covisum Blog

Featured Advisor: Jeremy Armagost

Jeremy Armagost, CFP® RICP® has earned his Master's Degree in Financial Planning from the College for Financial Planning. . . .
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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 . . .
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We’re adding portfolio risk to our expertise

The Quant: Renaud “Ron” Piccinini, PhD Covisum is excited to announce that we’ve added Ron Piccinini to our team as . . .
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Calculator figures how much social security benefit is taxable

Are you able to explain to this growing clientele how their benefits are taxed? Our calculator helps. The proportion of . . .
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Marketing strategy for financial advisors

How should financial advisors market their services? Four steps to achieve success Katie Godbout,  Covisum Marketing . . .
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