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    FinPlan Friday: Social Security Claiming Strategies for Couples

    Video

    FinPlan Friday: Social Security Claiming Strategies for Couples

    on September 3, 2021 | By Lauren Laferla, Director of Communications
    Social Security Strategies for Married Couples It can be challenging for retirees to determine the optimal time to claim Social Security. Add a second benefit for married couples, and deciding when to claim can get even more complicated. Financial advisors have an opportunity to help married couples take advantage of certain Social Security claiming strategies unique to their situation. In this month's FinPlan Friday conversation, Joe talks about Social Security claiming strategies for married couples.
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    FinPlan Friday: Generating Leads, Capturing Contact Info, and Growing Your Retirement Income Planning Practice

    Marketing

    FinPlan Friday: Generating Leads, Capturing Contact Info, and Growing Your Retirement Income Planning Practice

    Does Marketing Stress You Out? Inbound marketing can be one of the most valuable ways for financial advisors to generate leads and convert new clients. But who has time to be an awesome financial advisor and a master of marketing? You know you need to do it, but you can't do it all! In this month's FinPlan Friday conversation, Covisum's VP of Sales and Marketing steps in for Joe to highlight what's most important for financial advisors when it comes to inbound marketing.
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    FinPlan Friday: Cryptocurrency

    Video

    FinPlan Friday: Cryptocurrency

    What are Cryptocurrencies? Cryptocurrencies, like Bitcoin, have been a hot topic in recent years. Still, they haven't become relevant in client portfolios just yet. In this month's FinPlan Friday conversation, Joe will highlight what financial advisors need to be aware of when it comes to cryptocurrencies.
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    FinPlan Friday: Running Stress Tests and Crafting Contingency Plans

    Video

    FinPlan Friday: Running Stress Tests and Crafting Contingency Plans

    Helping Clients Prepare for the Unexpected Life doesn't go as planned, and that's especially true for those in their later years. However, advisors can help clients navigate unpredictability in retirement by incorporating stress tests and contingency plans into their retirement strategies. Preparing for potential obstacles can put clients at ease and help them feel more confident and ready for the uncertain road ahead. Learn more about running stress tests and crafting contingency plans in this month's FinPlan Friday conversation with Joe.
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