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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FinPlan Friday: Form Partnerships with CPAs

The Perfect Team: Financial Advisors and CPAs This week, Joe discusses the benefits of forming mutually beneficial . . .
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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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FinPlan Friday: Find Your Financial Planning Niche

Identify Your Ideal Client and Grow This week, Joe discusses the benefits of niching your financial planning practice. . . .
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On-Demand Webinar:  Structural Integrity in your Financial Plans

Are you frustrated with outputs from multiple sources in your tech stack that don't agree? Many advisors have a tech . . .
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FinPlan Friday: Avoiding the "Tax Torpedo"

FinPlan Fridays In our new video blog series, FinPlan Fridays, Covisum® Founder and President, Joe Elsasser, CFP®, will . . .
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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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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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