Hidden Value: Probability of Success vs. Consequence of Failure

Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he takes a closer look at Monte Carlo simulations.

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Posted in Risk, portfolio risk, Financial Planning, Joe Elsasser, Risk Tolerance, ThinkAdvisor, Hidden Value, financial advisor, Income InSight

Income InSight Q&A

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®,

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Posted in Joe Elsasser, Income InSight

On-Demand Webinar: Tax-Efficient Planning for Baby Boomers

Clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Recently Joe Elsasser, CFP®, hosted a webinar to help advisors identify which accounts clients should withdraw from, and when, in order to make better retirement strategy decisions. The webinar is now is now available for on-demand viewing. Watch the webinar when and where it's convenient for you. 

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Posted in Retirement, Tax, Tax Map, Webinar, Taxes, Income InSight