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    Leaving 2020 Behind and Hoping for a Brighter New Year

    Joe Elsasser

    Leaving 2020 Behind and Hoping for a Brighter New Year

    A Note from the President There is no doubt that 2020 has been a whirlwind year for everyone, and we are more than ready to leave it behind and enter into an exciting new chapter in 2021. Covisum Founder and President, Joe Elsasser, CFP®,  highlights some of Covisum's best and biggest moments from the past year and what subscribers can look forward to in 2021.
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    Analyzing Portfolio Risk Has Never Been Easier

    Marketing

    Analyzing Portfolio Risk Has Never Been Easier

    SmartRisk Has Been Updated! While market swings and economic downturns are a normal part of investing, the recent market volatility has caused many investors to feel uneasy and make impulsive decisions. That is why we've made major changes to our SmartRisk™ software.  The newly updated SmartRisk software makes it easier to show your clients and prospects their downside exposure prior to the next significant downturn. Use the software to estimate their potential loss, and prepare clients ahead of time for situations that are likely to create behavioral mistakes. With these software changes, you can help your clients better prepare for the next market dip and avoid panicking.
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    Roth Conversion Cheat Sheet For Financial Advisors [Free Handbook]

    Free Download

    Roth Conversion Cheat Sheet For Financial Advisors [Free Handbook]

    As markets recover, converting part of a client's traditional IRA into a Roth IRA can offer significant long-term tax benefits. Any of the recovery would be tax-free. In addition, smaller Roth conversions early in retirement can reduce later RMDs, spreading out the  tax liability more evenly throughout retirement. So, we've gathered everything you need to know about Roth conversions into one place to make it easier for you to help clients take advantage of this strategy. 
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    The SECURE Act: What Advisors Need to Know

    In The News

    The SECURE Act: What Advisors Need to Know

    New Legislation Offers Significant Retirement Income Planning Changes The Setting Every Community Up for Retirement Enhancement Act or the SECURE Act was signed into law last week, and the new legislation offers significant retirement income planning changes. For advisors who specialize in retirement income planning, particularly for the mass-affluent, the legislation includes three major changes to review.
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    A Look Back at 2019, A Look Forward to 2020

    Joe Elsasser

    A Look Back at 2019, A Look Forward to 2020

    A Note from the President Covisum Founder and President, Joe Elsasser, CFP®,  highlights some of Covisum's best and biggest moments from the past year and what subscribers can look forward to in 2020.
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    5 Reasons You Should Try Tax Clarity Right Now

    Tax

    5 Reasons You Should Try Tax Clarity Right Now

    As 2019 starts to wind to a close, now is the perfect time to check out Tax Clarity®. The software helps you quickly identify sub-optimal situations and show clients tax opportunities. Use Tax Clarity to calculate your client's effective marginal tax rate and identify dangerous points where an additional dollar of income can create a much higher effective marginal tax rate.  Here are five reasons that right now is the perfect time to start a 10-day free trial of the software.
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    Tax Cuts and Jobs Act: What Your Seminar Attendees Need to Know

    Tax

    Tax Cuts and Jobs Act: What Your Seminar Attendees Need to Know

    Addressing Tax Legislation in Your Financial Planning Seminars Significant changes brought on by the fairly recent Tax Cuts and Jobs Act (TCJA) have created some fantastic opportunities for strategic advisors. Offering a “taxes in retirement” seminar at your local library or community college, allows you to educate the public about the changes and gain some potential clients. However, the legislation is extensive and you don’t want seminar attendees to lose interest by diving into all of the details. Here are five topics that you need to address in your taxes in retirement seminar.
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    Exciting News—We're Moving!

    Joe Elsasser

    Exciting News—We're Moving!

    We are moving! The Covisum team is growing rapidly and we are very excited to announce that we are moving to a bigger space to better serve our customers. 
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