Covisum Blog

Clearing up the Annuity Bonus Confusion

Bonus. Sounds great, right? It sounds like “extra.” Getting a bonus is a good thing… right?It’s easy to understand why . . .
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The Social Security Program will not Leave Retirees High and Dry

With the latest advances in technology, it’s easy for clients to become overwhelmed by a flood of information that may or . . .
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Hidden Value: Exposing the Annuity Bonus Trap

Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors . . .
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Forbes Finance Council: Clearing Up Misconceptions About Social Security

Clearing Up Misconceptions About Social Security In a recent article for Forbes Finance Council, Covisum Founder and . . .
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A Closer Look at Income InSight: Stress Tests

Provide Retirement Insights and Add Bottom Line Dollars for Your Clients Income InSight® was designed to help advisors . . .
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CNBC: Relying on your Spouse as Role Model for Money Could be Trouble

 A recent CNBC survey found that women are more likely than men to rely on their partner when it comes to finances. . . .
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Forbes Finance Council: Understanding Financial Risk

Why You Shouldn't Just Focus On The Probability Of Success In a recent article for Forbes Finance Council, Covisum . . .
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CNBC: Advisors help clients tackle the complexities of Social Security

Americans nearing retirement have a lot of questions and anxiety about the Social Security program.  According to a . . .
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