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    Joe Elsasser

    FinPlan Friday: Running Stress Tests and Crafting Contingency Plans

    Helping Clients Prepare for the Unexpected Life doesn't go as planned, and that's especially true for those in their later years. However, advisors can help clients navigate unpredictability in retirement by incorporating stress tests and contingency plans into their retirement strategies. Preparing for potential obstacles can put clients at ease and help them feel more confident and ready for the uncertain road ahead. Learn more about running stress tests and crafting contingency plans in this month's FinPlan Friday conversation with Joe.
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    Joe Elsasser

    FinPlan Friday: Medicaid Awareness Month

    As the largest payer of long-term care in the United States, Medicaid is an important topic for advisors working with middle and upper-middle income retirees and pre-retirees. Learn more about some of the myths surrounding the program and why you need to add Medicaid to your discussions about retirement in this month's FinPlan Friday conversation with Joe.
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    Tax

    FinPlan Friday: The Biden Tax Plan

    Potential Tax Changes President Biden's tax plan includes some pretty significant changes that could impact how advisors build efficient retirement income plans. Learn more about President Biden's tax plan in our FinPlan Friday conversation with Joe.
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    Tax

    FinPlan Friday: Changes to RMDs

    Required Minimum Distributions Recent changes to required minimum distributions (RMDs) will have a significant impact on how financial advisors construct retirement income plans. Learn more about two of the the biggest changes in our FinPlan Friday conversation with Joe.
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    Joe Elsasser

    Leaving 2020 Behind and Hoping for a Brighter New Year

    A Note from the President There is no doubt that 2020 has been a whirlwind year for everyone, and we are more than ready to leave it behind and enter into an exciting new chapter in 2021. Covisum Founder and President, Joe Elsasser, CFP®,  highlights some of Covisum's best and biggest moments from the past year and what subscribers can look forward to in 2021.
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    Marketing

    FinPlan Friday: A Financial Advisor's 2021 Marketing Plan

    New Year, New Marketing Plan December is a great time to sit down and evaluate your marketing plan for the upcoming year. The right marketing can help you reach your ideal prospects and help further your clients' trust in you. But how do financial advisors do it? Learn Joe's method for how to create a marketing plan for the New Year in this month's FinPlan Friday conversation.
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    Joe Elsasser

    FinPlan Friday: Life Insurance

    Life Insurance Policy Design Life insurance can be an effective tool for helping retired clients meet their goals, but it's important to consider the growth potential and funding level of the policy to really determine if life insurance is the right option for your client's specific situation. Learn more about how to make great life insurance policy decisions in our FinPlan Friday conversation with Joe.
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