Covisum Blog

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 . . .
Read more

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 . . .
Read more

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 . . .
Read more

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 . . .
Read more

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 . . .
Read more

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 . . .
Read more

Knowledge Base: Frequently Asked Questions About Social Security Timing

Q: What are differences between Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)? A: While both . . .
Read more

Technology Tools for Today: Covisum Tools Make It Easy

Covisum tools make it easy to provide Social Security advice, model future tax situations and give more realistic . . .
Read more

CNBC: Your Social Security Check Could Be 2.8 Percent Bigger Next Year

A recent article from CNBC says Social Security checks will likely increase next year. A 2.8 percent cost-of-living . . .
Read more

Subscribe to our blog

Financial Industry News & Insights ⋅ Best Practices  Free Downloads & Templates  Webinars  And More...

By entering your email you expressly consent to receive email notifications of blog posts and other material related to us.