Covisum Blog

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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Announcing: The New and Improved Social Security Timing

Current Subscribers Now Have Access to Try Social Security Timing in the Covisum Portal For the past decade, Social . . .
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CNBC: Experts Weigh-In on New Social Security Proposal

Recently Nobel laureate and behavioral economist Richard Thaler suggested that individuals should be allowed to use their . . .
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Social Security Planning Should Be an Essential Part of Your Practice

Social Security Planning is Not Dead! It’s a common misconception that Social Security planning is dead. Social Security . . .
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2018 Tech Tools for Today Software Survey

   If you're a subscriber to Social Security Timing ®, Tax Clarity ®, or SmartRisk TM, we would love to hear your . . .
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CNBC: Get a bigger Check By Using These Social Security Claiming Strategies

Recently, CNBC highlighted some frequently overlooked Social Security claiming strategies. The article offered tips for . . .
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