Blog | Social Security (10)

In The News

Get to Know Frank Oliver

on May 4, 2017 | By Katie Godbout, Vice President of Sales & Marketing

Frank Oliver, III, is president and founder of Oliver Financial Group. Frank is a recognized national speaker on retirement planning and financial literacy. He draws upon his expertise in retirement, proactive tax planning, maximizing Social Security, and family wealth transfer to effectively guide families to make sound financial decisions.

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In The News

Will adjusted gross income continue to be important in a Trump tax world?

on March 15, 2017 | By Katie Godbout, Vice President of Sales & Marketing

President Trump plans to provide tax relief for middle class Americans and simplify the tax code. How could this new tax plan, outlined in his “Tax Reform That Will Make America Great Again,” impact financial advisors? What could it mean for your clients?

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Social Security

Taxable Social Security Calculator

on February 17, 2017 | By Katie Godbout, Vice President of Sales & Marketing

Are you able to explain to this growing clientele how their benefits are taxed? Our calculator helps. The proportion of beneficiaries who must pay income tax on their Social Security benefits has risen over time and will continue to grow. With more people impacted by these taxes, it’s important that you’re able to explain how their benefits are taxed.

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Free Download

How to Improve Lives Through Offering Better Retirement Investment Strategies

on January 24, 2017 | By Katie Godbout, Vice President of Sales & Marketing

Financial advisors, now more than ever, must demonstrate value to clients in order to maintain and grow their businesses. But how?

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In The News

Social Security Strategies in 2017

on January 4, 2017 | By Katie Godbout, Vice President of Sales & Marketing

Joe Elsasser, CFP® and president of Covisum is passionate about improving lives through better financial decisions. He was recently featured on Financial-Planning.com in, "Social Security savviness still pays off."

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In The News

5 big Social Security issues to think about in 2017

on December 14, 2016 | By Katie Godbout, Vice President of Sales & Marketing

Check out these five Social Security issues to discuss with clients in 2017. Big changes in Social Security next year could cost clients some of their benefits. Read the article from Financial Planning.

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In The News

Help — I need somebody!

on December 13, 2016 | By Katie Godbout, Vice President of Sales & Marketing

The Covisum support team is here for you, when “not just anybody” will do. One of our founding principles is to provide awesome support for our subscribers. One way we do that is through our expert support team. As experts in our software programs and the complex rules our software helps navigate, you can count on us when you’re stuck.

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In The News

Dead or alive?: Social Security planning a year after Bipartisan Budget Act

on December 13, 2016 | By Katie Godbout, Vice President of Sales & Marketing

The reports of the death of Social Security planning have been greatly exaggerated. A year after its passage, we look at how the legislation’s elimination of two key Social Security claiming strategies has impacted clients and financial advisors.

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In The News

Is 'fiduciary' a mindset?

on November 17, 2016 | By Katie Godbout, Vice President of Sales & Marketing

There are 144 days until the Department of Labor Fiduciary Rule goes into effect. How will this new rule affect your business? How will it change the industry? What does it mean for Covisum® product subscribers and The Arrow Group members?

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