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    Hidden Value: Think You Know the Capital Gains Tax Rate? Think Again.

    In The News

    Hidden Value: Think You Know the Capital Gains Tax Rate? Think Again.

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he discusses the common belief that the tax rate is 15% on capital gains, and how the tiered bracket structure of qualified dividends and long-term capital gains can actually create some unique opportunities.
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    Forbes Finance Council: Three Reasons A Gig Economy Is Overvalued

    In The News

    Forbes Finance Council: Three Reasons A Gig Economy Is Overvalued

    on November 12, 2018 | By Lauren Laferla, Director of Communications
    In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, suggests that despite a recent resurgence, the gig economy may not be nearly as beneficial for the individual or the company as previously suggested. While a gig economy lowers fixed costs for businesses and provides more autonomy for people to do the work they want to do, the negatives far outweigh the benefits. Here's an excerpt:
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    Hidden Value: 4 Ways Advisors Can Support Clients With Dementia

    In The News

    Hidden Value: 4 Ways Advisors Can Support Clients With Dementia

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he offers suggestions for financial advisors who may be advising an elderly client in the early stages of dementia. Advisors can do a few things to make this difficult situation easier and add additional value to their most vulnerable clients.
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    Forbes Finance Council: Why Your Financial Advisor Should Tell You What You Need To Hear-Not What You Want

    In The News

    Forbes Finance Council: Why Your Financial Advisor Should Tell You What You Need To Hear-Not What You Want

    In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, highlighted the benefits of choosing a planning-oriented advisor who will encourage you to make smarter financial decisions. Planning-oriented advisors are particularly adept at seeing the big picture. They ask their clients the tough questions to help them see the impact of every financial decision and how those decisions impact long-term financial goals.
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    Hidden Value: Beware the Social Security Tax Torpedo

    In The News

    Hidden Value: Beware the Social Security Tax Torpedo

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he discusses avoiding the tax torpedo and how combinations of different retirement incomes can create ugly distortions in tax rates.
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    Hidden Value: How to Help Retirees Pick the Right Life Insurance

    In The News

    Hidden Value: How to Help Retirees Pick the Right Life Insurance

    on September 21, 2018 | By Lauren Laferla, Director of Communications
    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week Joe tackles how to help clients pick the right life insurance.
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    Will Siri Take Your Job?

    In The News

    Will Siri Take Your Job?

    Technology and the future of your practice Technology is advancing faster than ever before. Who knew that dial-up internet would morph into voice assistants like Siri and Alexa? For financial advisors, this breakneck pace makes you wonder: is a nameless robo-advisor after my clients, or are clients just going to start asking Siri for financial advice?
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