Covisum Blog

Planning advice that stands up to rapid change

As I read recent research on the economy and investments, two images came to mind: a canoe, and a car pulling a trailer. . . .
Read more

New law confusion highlights importance of laying a foundation of good advice

This past November, the Bipartisan Budget  Act of 2015 was signed into law and instituted sweeping changes to the Social . . .
Read more

What’s next for Social Security claiming advice?

After passage of the Bipartisan Budget Act of 2015 many advisors have asked us how do the changes in the new law affect . . .
Read more

Don’t let threat of rising Medicare Part B costs force early claiming

Our phones rang off the hook, and emails flooded our inboxes immediately following the government’s Oct. 15th . . .
Read more

Beware of averages

When an individual or a couple decides how and when to claim their Social Security benefits, life expectancy is one of . . .
Read more

Why claiming strategies are not ‘gaming the system’

Social Security turned 80 this year, and as you might expect, it has generated a lot of press — some good, some bad, and . . .
Read more

How good Social Security planning can offset 'disturbing' trend hurting widows

While researching the impact of male Social Security claiming and poverty rates for widows, I have read article after . . .
Read more

Subscribe to our blog

Financial Industry News & Insights ⋅ Best Practices  Free Downloads & Templates  Webinars  And More...

By entering your email you expressly consent to receive email notifications of blog posts and other material related to us.