Covisum Blog

Tax

What will tax reform look like for the proactive advisor?

Now is the time to build relationships with CPAs At this point, it seems safe to expect some form of tax reform will pass . . .
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How New Tax Law Will Impact How You Help Clients

By Joe Elsasser, CFP®, president of Covisum For all the talk about how the Trump tax plan, the House plan and the Senate . . .
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Can I Work and Collect Social Security Benefits?

The better question would be, “What happens if I work while collecting a Social Security benefit?” The short answer is . . .
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Tax

Help Your Clients Avoid the "Tax Torpedo"

Social Security Timing® subscribers have helped clients save for retirement and have given them coaching on when to start . . .
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Tax Implications of Filing for Social Security Benefits Early Versus Filing Late

By Keith McCullough, Director of Support Services Many of us have heard someone say that Social Security is not going to . . .
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Women need financial advisors too - shouldn't they pick you?

By Katie Godbout, Director of Sales and Marketing It's a fact, there are more men working in the financial industry than . . .
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