Covisum Blog

CNBC Highlights Social Security Calculator Options

A recent article from CNBC offered an analysis of a handful of Social Security calculators currently available to assist . . .
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Build Your Credibility with the Power of Earned Media

People trust their local news outlets and the journalists who run them. In this era of skepticism and ‘fake news,’ . . .
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A Closer Look at the New Tax Clarity Updates: Dependent Tax Credit

At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new dependent tax . . .
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Forbes Finance Council: The Truth About Portfolio Risk Exposure

In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, addressed common misconceptions surrounding . . .
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Achieving Business Goals Through Marketing

An introductory guide to marketing for financial advisors By Katie Godbout, Director of Sales & Marketing Creating a . . .
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Review This Checklist Before Hosting Your Next Seminar

When done correctly, educational seminars are a great way to attract new clients. Start the planning process by reviewing . . .
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ThinkAdvisor: Covisum's advisor and quant discuss the benefits and risks of ESG investing

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two . . .
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ThinkAdvisor: Covisum's advisor and quant discuss how to plan for health care costs in retirement

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two . . .
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USA Today: Social Security Q&A

Covisum President, Joe Elsasser, CFP®, was recently quoted in a Social Security Q&A in  USA Today. 
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A closer look at the new Tax Clarity updates: pass-through deduction

At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new pass-through . . .
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CNBC explains the best age to claim Social Security

According to an article from CNBC, the best way to determine the optimal age to claim your Social Security benefits is by . . .
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