Covisum Blog

Build a Comprehensive Retirement Strategy

Tech Processes in Practice Thousands of advisors across the U.S. use one of Covisum's tools separately to offer . . .
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The Social Security Program will not Leave Retirees High and Dry

With the latest advances in technology, it’s easy for clients to become overwhelmed by a flood of information that may or . . .
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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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Build a Better Tech Stack

Covisum software can help you grow your financial planning practice by helping you communicate and deliver additional . . .
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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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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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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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CNBC: Advisors help clients tackle the complexities of Social Security

Americans nearing retirement have a lot of questions and anxiety about the Social Security program.  According to a . . .
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