Schedule Annual Client Review Meetings

We are well into February, and we’ve reached the perfect time of year to schedule annual reviews for your clients who are still working. There are some opportunities for clients with earned income to clean-up before April 15. One of the most basic ways is through IRA contributions. You can use Tax Clarity® to identify opportunities where IRA contributions can be used to reduce the amount of taxable capital gains.

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Posted in Blog, Tax, Tax Clarity, Tax Map, Financial Planning, Technology, Taxes

Forbes Finance Council: Is Working With a Robo-Advisor Right For You?

In a recent article for Forbes, Covisum Founder and President Joe Elsasser, CFP®, outlined the benefits and shortcomings of robo-advisors. 

For many people, it is worth at least considering a robo-advisor. For a relatively low price, robo-advisors are reasonably good at managing asset allocation for a given risk level.

However, there are a few situations where relying on a person as your financial advisor is a preferable option. For instance, robo-advisors can't pick up on the changes in

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Posted in FinTech, Technology, Tech, Joe Elsasser, Forbes, financial advisor

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 feelings about the software.  Recently, Bob Veres and Joel Bruckenstein created a survey of all of the software programs in the financial planning space. We would really appreciate it if you would consider completing the survey. 
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Posted in SmartRisk, Social Security Timing, Software Programs, Tax Clarity, FinTech, Technology, Tech

Thriving Through Changing Times

Is your business thriving? The 2018 FA Insight Study recently published by TD Ameritrade Institutional states that firms with a specific target market are achieving greater rates of growth and profitability than their peers  the median operating profit margin was 18% greater and the median annual client growth was 35% greater. Are you attracting the right prospects and enchanting them by meeting their every expectation?

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Posted in Marketing, Marketing Strategies, White Paper, FinTech, Technology

The Tailored Fit: Q&A

We sat down with Covisum President Joe Elsasser, CFP®, the author of, “The Tailored Fit: How Advisors Can Use Technology to Mass-Customize Financial Planning,” to ask a few questions about his newly released white paper.

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Posted in Free Download, Industry Advice, White Paper, FinTech, Technology, Tech, Joe Elsasser

Covisum's president, Joe Elsasser, CFP®, featured in Financial Planning

It's no secret, Joe Elsasser, our company president uses Covisum technology to reinforce measurable value for his own clients in his personal financial practice. He was recently quoted in Financial Planning:

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Posted in Software Programs, FinTech, Financial Planning, Technology, Tech, Joe Elsasser, Referals