Covisum Blog

Why You Shouldn't Just Focus On The Probability Of Success In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP® suggested that focusing on a probability of success is a poor method for moving people to make the best possible financial decisions.

Which accounts should you be tapping, and in which order? In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP® suggested that regular checkups with a financial advisor are the key to a healthy retirement plan. Help your clients make the most of their annual meeting with you with these tips.

The retirement planning platform you’ve been waiting for has arrived: Income InSight™. Income InSight quickly and easily shows the impact of different decisions within a client’s financial plan. Covisum’s newest tool resolves conflicts commonly seen between loosely-integrated planning tools and deeply integrates with Covisum’s other tools: Social Security Timing®, Tax Clarity®, and SmartRisk™, to provide clients with a clear vision of their retirement. I sat down with Joe Elsasser, CFP®, Founder and President of Covisum to ask him a few questions about Covisum’s newest software.