Hidden Value: How to Help Retirees Pick the Right Life Insurance

Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week Joe tackles how to help clients pick the right life insurance. 


Posted in Retirement, Joe Elsasser, ThinkAdvisor, Hidden Value, life insurance

CNBC: Your Social Security Check Could Be 2.8 Percent Bigger Next Year

A recent article from CNBC says Social Security checks will likely increase next year. A 2.8 percent cost-of-living adjustment has been estimated by The Senior Citizens League. If the estimate is correct, the increase will be the highest bump retirees have seen in recent years.


Posted in In The News, Social Security, Joe Elsasser, Social Security Benefits, CNBC

Will Siri Take Your Job?

Technology and the future of your practice

Technology is advancing faster than ever before. Who knew that dial-up internet would morph into voice assistants like Siri and Alexa? For financial advisors, this breakneck pace makes you wonder: is a nameless robo-advisor after my clients, or are clients just going to start asking Siri for financial advice?


Posted in Income Planning Tool, Industry Advice, Webinar, Webcast, FinTech, Joe Elsasser, video, niche