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    ThinkAdvisor: Covisum's advisor and quant discuss how to plan for health care costs in retirement

    In The News

    ThinkAdvisor: Covisum's advisor and quant discuss how to plan for health care costs in retirement

    In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "How to Plan for Retiree Health Care Costs." This week, we asked Joe and Ron how to plan for health care expenses in retirement.
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    A closer look at the new Tax Clarity updates: pass-through deduction

    In The News

    A closer look at the new Tax Clarity updates: pass-through deduction

    At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new pass-through deduction feature is particularly important for advisors with certain clients who own small businesses. The update allows advisors to demonstrate the impact of the deduction for pass-through income and the phase-out of the deduction under the 2017 Tax Cuts and Jobs Act.
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    Financial Planning highlights survey that suggests consumers want an advisor with tax knowledge

    In The News

    Financial Planning highlights survey that suggests consumers want an advisor with tax knowledge

    A recent article in Financial Planning highlighted a report from 1st Global that suggests the top priority among affluent and emerging affluent consumers when choosing a financial advisor is tax knowledge.
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    4 Tips to Simplify Planning Your Next Financial Seminar

    In The News

    4 Tips to Simplify Planning Your Next Financial Seminar

    Financial planning seminars can be a great way to engage new prospects, grow your financial advisory business, and hit annual business goals. Whether you’re hosting seminars in-person or online, we want to help you grow your business through these educational events. Whether you’re a well-established firm or an upstart venture, educational seminars are a great way to build visibility for your brand. The key to success is all in the planning of these events, and finding ways to streamline the planning process to generate as much value as possible from financial seminars.
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    A Closer Look at the New Tax Clarity Updates: Saver’s Credit

    Tax

    A Closer Look at the New Tax Clarity Updates: Saver’s Credit

    At the beginning of April, Covisum rolled out four new features to our Tax Clarity® software. The new Saver’s Credit feature allows an advisor to demonstrate the impact the Saver's Credit can have on a client’s retirement plan, which is particularly relevant for semi-retired clients who have choices on which accounts to draw from in order to supplement part-time work.
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    3 Questions that Make Creating a Retirement Investment Strategy Easier

    In The News

    3 Questions that Make Creating a Retirement Investment Strategy Easier

    Crafting a retirement investment strategy can be a daunting task for many people, even when they have a great financial advisor. Between the financial goals being set and the possible scenarios being accounted for through retirement planning, it’s easy for your clients to become overwhelmed and disoriented.
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    A closer look at the new Tax Clarity updates: self-employment tax

    In The News

    A closer look at the new Tax Clarity updates: self-employment tax

    At the beginning of April, Covisum rolled out four new features to our Tax Clarity® software. The new self-employment tax calculates the impact of paying both the employee and the employer's share of Social Security and Medicare taxes for self-employed clients.
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