Start Your Free Trial
Contact Us
Browse by topic
Search our blog


    Medicare Can Have a Big Effect on Retirees’ Budgets

    This year I retired from financial planning after 30 years. These days I’m kicking back a little, but for the last six years, I’ve been working with Medicare recipients (and their powers of attorney) to assist them with getting the right plan. Not only can it be confusing to a client, but even seasoned Medicare experts can sometimes get confused.


    What’s New? Covisum Quarterly Roundup

    The first quarter of 2021 has been a busy one here at Covisum, and we have some exciting updates to share...

    Joe Elsasser

    FinPlan Friday: Medicaid Awareness Month

    As the largest payer of long-term care in the United States, Medicaid is an important topic for advisors working with middle and upper-middle income retirees and pre-retirees. Learn more about some of the myths surrounding the program and why you need to add Medicaid to your discussions about retirement in this month's FinPlan Friday conversation with Joe.


    How to Build Personal Connections in the Digital Age

    Throughout the past few years, how we connect has changed. Previously, financial advisors would attract prospective clients by hosting dinners or seminars at local libraries or other educational venues. Now advisors reach out to prospects via email, webinars, and social media.


    FinPlan Friday: The Biden Tax Plan

    Potential Tax Changes President Biden's tax plan includes some pretty significant changes that could impact how advisors build efficient retirement income plans. Learn more about President Biden's tax plan in our FinPlan Friday conversation with Joe.

    Stay Connected

    Access industry news, expert insights, best practices, free downloads and more.