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    Use Education to Attract the Right Prospects for Retirement Income Planning

    Marketing

    Use Education to Attract the Right Prospects for Retirement Income Planning

    One of the most common questions I hear from advisors is how to consistently reach the right prospects. The people who want real planning. The people who value clarity and good decision-making. The people who want a guide, not a pitch.
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    Hidden Planning Opportunities Inside OBBBA’s Tax Landscape

    One Big Beautiful Bill Act (OBBBA)

    Hidden Planning Opportunities Inside OBBBA’s Tax Landscape

    When lawmakers call something “permanent,” advisors know better than to take it literally. The One Big Beautiful Bill Act of 2025 (OBBBA) created what looks like a more stable tax structure with locked-in brackets, a revised standard deduction, a new senior deduction, and several changes to itemized deductions.
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    2026 at a glance: What’s changing?

    COLA

    2026 at a glance: What’s changing?

    The Social Security Administration (SSA) has announced a 2.8 % cost-of-living adjustment (COLA) for 2026 benefits. This annual adjustment is designed to help Social Security recipients maintain their purchasing power as inflation fluctuates. See the 2026 Social Security COLA Facts release here.
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    Reflecting on Covisum MEET 2025

    Event

    Reflecting on Covisum MEET 2025

    Covisum MEET 2025 brought together some of the brightest minds in retirement income planning. On September 25–26 in Kansas City, we gathered advisors, researchers, and innovators to focus on the forces shaping retirement planning today—time, taxes, and transformation.
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    Why Effective Marginal Rate Planning Matters Even More Under OBBBA

    Tax

    Why Effective Marginal Rate Planning Matters Even More Under OBBBA

    As advisors, our role is about much more than picking investments. It’s about helping clients make smarter, forward-looking decisions, particularly around taxes. That’s always been true, but the One Big Beautiful Bill Act of 2025 (OBBBA) raised the stakes.
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    Breaking Down Big Changes: OBBBA Bite‑Sized Insights for Financial Advisors

    Law Changes

    Breaking Down Big Changes: OBBBA Bite‑Sized Insights for Financial Advisors

    When major legislation like the One Big Beautiful Bill Act of 2025 (OBBBA) becomes law, it doesn’t take long for the questions to start rolling in from both clients and advisors.
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    Why Taxes Deserve a Front Seat in Retirement Planning Conversations

    Tax

    Why Taxes Deserve a Front Seat in Retirement Planning Conversations

    When it comes to retirement income planning, taxes matter, a lot. Yet tax planning is often overlooked or oversimplified. The truth is, your clients’ tax exposure in retirement doesn’t just depend on how much they withdraw each year, but how and from where those withdrawals happen.
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    Introducing Covisum Conversations: Real Advisors. Real Strategies. Real Growth.

    Event

    Introducing Covisum Conversations: Real Advisors. Real Strategies. Real Growth.

    At Covisum, we’re always looking for ways to equip financial advisors with the tools, insights, and connections they need to thrive. That’s why I’m excited to introduce something new — something created for advisors, by advisors.
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