Blog | Lauren Laferla, Director of Communications (3)

Marketing

Highlight Social Security Retirement Planning in Your Marketing this April

on April 5, 2022 | By Lauren Laferla, Director of Communications

April is National Social Security Month, and there’s no better time to demonstrate to clients and prospects the value of a smart Social Security claiming decision. While claiming Social Security may seem straightforward to many retirees, you know that additional benefits and income sources can make this process significantly more complicated. National Social Security Month is a great time to educate those nearing retirement about spousal benefits, taxable Social Security, the earnings test and more.

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Social Security

FinPlan Friday: Including Social Security Widow(er) Benefits in Your Retirement Income Planning

on April 1, 2022 | By Lauren Laferla, Director of Communications

Social Security Survivor Benefits Someone who was married to an individual covered under the Social Security system and is now deceased has a few options not available to living spouses or other people in the Social Security system. They can either claim their retirement benefit, or take a widow benefit. They can even take one and then switch over to the other later. It's critical to be aware of the unique rules surrounding Social Security widow(er) benefits to help your clients avoid costly claiming mistakes.

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Tax

FinPlan Friday: Building Strong Relationships with CPAs

on March 4, 2022 | By Lauren Laferla, Director of Communications

Collaboration is the Secret to Smart Retirement Tax Planning Learn more about how to build strong, mutually beneficial relationships with your clients' CPAs in this month's FinPlan Friday conversation with Joe.

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Social Security

Webinar: Social Security Retirement Planning in 2022

on February 15, 2022 | By Lauren Laferla, Director of Communications

Funding the Social Security Program As we get closer and closer to the funding depletion dates outlined in the most recent Social Security Trustees report, there are a variety of proposals to shore up the system. However, the impact of those changes won't be uniform. Changes to the system will impact every retiree differently depending on their unique situation, so the role of financial advisors will be more critical than ever. Advisors can help clients understand how changes are likely to impact them specifically and determine the best time to claim.

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Social Security

FinPlan Friday: Tax Rates

on February 4, 2022 | By Lauren Laferla, Director of Communications

Tax Strategies for Retirement Income To help a client meet their goals , financial advisors need to know how taxes could impact the client's retirement income strategy. Marginal tax rates, effective tax rates, and effective marginal tax rates all play a role in determining how much of your client's retirement income will stay in their pocket and how much will need to be paid in taxes. Learn more about different tax rates in this month's FinPlan Friday conversation with Joe.

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Social Security

FinPlan Friday: Which Account, When?

on January 7, 2022 | By Lauren Laferla, Director of Communications

Retirement Income Planning for Multiple Income Streams Many retirees want a simple retirement plan, however, they have multiple avenues for funding their retirement: Social Security, 401(k)s, annuities, life insurance, and more. However, understanding the different types of retirement income and how they interact can be confusing for the average consumer. Learn how to help clients determine which account to use and when in this month's FinPlan Friday conversation with Joe.

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Marketing

Yearly Recap and A Sneak Peek at What's in Store for 2022

on December 21, 2021 | By Lauren Laferla, Director of Communications

A 2021 Recap and a Look Forward to 2022 The past year has been a busy one here at Covisum. Check out the video below for a closer look at changes, updates, and new releases over the past year and what you can expect to see from our team in 2022.

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Social Security

FinPlan Friday: Preparing for Potential Social Security Changes in 2022

on December 3, 2021 | By Lauren Laferla, Director of Communications

Social Security in 2022 As we near the end of 2021, many financial advisors are preparing for the year ahead–including examining potential changes to Social Security and how those changes could have a significant impact on retired clients. In our FinPlan Friday post of the year, Joe talks about how financial advisors can prepare for changes to Social Security in 2022.

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FinPlan Friday: Building Strong Relationships with CPAs

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Yearly Recap and A Sneak Peek at What's in Store for 2022

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