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    Hidden Value: Probability of Success vs. Consequence of Failure

    In The News

    Hidden Value: Probability of Success vs. Consequence of Failure

    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he takes a closer look at Monte Carlo simulations.
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    How Tax-Efficient Planning Deepens Existing Client Relationships

    Marketing

    How Tax-Efficient Planning Deepens Existing Client Relationships

    Business Growth: Marketing & Referrals Prospecting is necessary for growing your practice, but maintaining your current client base is equally important — and it actually can contribute to growth. Showing your existing clients areas where you can add money to their retirement can deepen their trust in you, securing their commitment and even leading them to tell their friends and family about you. Tax Clarity® subscribers can attest to the power of using the topic of taxes and the software to show existing customers additional money in retirement.
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    Forbes Finance Council: An Annual Checkup Can Keep Your Retirement Plan Healthy

    In The News

    Forbes Finance Council: An Annual Checkup Can Keep Your Retirement Plan Healthy

    Which accounts should you be tapping, and in which order? In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP® suggested that regular checkups with a financial advisor are the key to a healthy retirement plan. Help your clients make the most of their annual meeting with you with these tips.
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    Income InSight Q&A

    In The News

    Income InSight Q&A

    The retirement planning platform you’ve been waiting for has arrived: Income InSight™. Income InSight quickly and easily shows the impact of different decisions within a client’s financial plan. Covisum’s newest tool resolves conflicts commonly seen between loosely-integrated planning tools and deeply integrates with Covisum’s other tools: Social Security Timing®, Tax Clarity®, and SmartRisk™, to provide clients with a clear vision of their retirement. I sat down with Joe Elsasser, CFP®, Founder and President of Covisum to ask him a few questions about Covisum’s newest software.
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    Financial Literacy Month: Hosting Educational Seminars

    Marketing

    Financial Literacy Month: Hosting Educational Seminars

    Since 2004, the United States has recognized April as Financial Literacy Month and focusing on financial literacy is important now more than ever. According to the National Financial Educators Council (NFEC), a lack of financial knowledge cost Americans collectively more than an estimated $295 billion in 2018.
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    On-Demand Webinar: Tax-Efficient Planning for Baby Boomers

    In The News

    On-Demand Webinar: Tax-Efficient Planning for Baby Boomers

    Clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Recently Joe Elsasser, CFP®, hosted a webinar to help advisors identify which accounts clients should withdraw from, and when, in order to make better retirement strategy decisions for tax-efficient planning. The webinar is now available for on-demand viewing. Watch the webinar when and where it's convenient for you.
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    Live Webinar: Tax-Efficient Planning for Baby Boomers

    Tax

    Live Webinar: Tax-Efficient Planning for Baby Boomers

    Sequence of Withdrawals: Tax-Efficient Planning for Baby Boomers Covisum® is hosting a free webinar on Wednesday, March 20 at 11:00 a.m. Central Time. Advisors will learn how to identify which accounts clients should withdraw from, and when, in order to make better retirement strategy decisions.
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    Hidden Value: Tax-Savvy Tactics for Retirement Cash Flow

    In The News

    Hidden Value: Tax-Savvy Tactics for Retirement Cash Flow

    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he takes a closer look at the tax implications and the hidden tax-efficient planning opportunities created through interactions between various cash sources.
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