Start Your Free Trial
Contact Us
Browse by topic
Search our blog
    FinPlan Friday: Social Security Claiming Strategies for Couples

    Video

    FinPlan Friday: Social Security Claiming Strategies for Couples

    on September 3, 2021 | By Lauren Laferla, Director of Communications
    Social Security Strategies for Married Couples It can be challenging for retirees to determine the optimal time to claim Social Security. Add a second benefit for married couples, and deciding when to claim can get even more complicated. Financial advisors have an opportunity to help married couples take advantage of certain Social Security claiming strategies unique to their situation. In this month's FinPlan Friday conversation, Joe talks about Social Security claiming strategies for married couples.
    Read
    FinPlan Friday: Cryptocurrency

    Video

    FinPlan Friday: Cryptocurrency

    What are Cryptocurrencies? Cryptocurrencies, like Bitcoin, have been a hot topic in recent years. Still, they haven't become relevant in client portfolios just yet. In this month's FinPlan Friday conversation, Joe will highlight what financial advisors need to be aware of when it comes to cryptocurrencies.
    Read
    FinPlan Friday: Running Stress Tests and Crafting Contingency Plans

    Video

    FinPlan Friday: Running Stress Tests and Crafting Contingency Plans

    Helping Clients Prepare for the Unexpected Life doesn't go as planned, and that's especially true for those in their later years. However, advisors can help clients navigate unpredictability in retirement by incorporating stress tests and contingency plans into their retirement strategies. Preparing for potential obstacles can put clients at ease and help them feel more confident and ready for the uncertain road ahead. Learn more about running stress tests and crafting contingency plans in this month's FinPlan Friday conversation with Joe.
    Read
    FinPlan Friday: Medicaid Awareness Month

    Video

    FinPlan Friday: Medicaid Awareness Month

    As the largest payer of long-term care in the United States, Medicaid is an important topic for advisors working with middle and upper-middle income retirees and pre-retirees. Learn more about some of the myths surrounding the program and why you need to add Medicaid to your discussions about retirement in this month's FinPlan Friday conversation with Joe.
    Read
    FinPlan Friday: The Biden Tax Plan

    Tax

    FinPlan Friday: The Biden Tax Plan

    Potential Tax Changes President Biden's tax plan includes some pretty significant changes that could impact how advisors build efficient retirement income plans. Learn more about President Biden's tax plan in our FinPlan Friday conversation with Joe.
    Read
    FinPlan Friday: Changes to RMDs

    Tax

    FinPlan Friday: Changes to RMDs

    Required Minimum Distributions Recent changes to required minimum distributions (RMDs) will have a significant impact on how financial advisors construct retirement income plans. Learn more about two of the the biggest changes in our FinPlan Friday conversation with Joe.
    Read
    FinPlan Friday: A Financial Advisor's 2021 Marketing Plan

    Marketing

    FinPlan Friday: A Financial Advisor's 2021 Marketing Plan

    New Year, New Marketing Plan December is a great time to sit down and evaluate your marketing plan for the upcoming year. The right marketing can help you reach your ideal prospects and help further your clients' trust in you. But how do financial advisors do it? Learn Joe's method for how to create a marketing plan for the New Year in this month's FinPlan Friday conversation.
    Read

    Stay Connected

    Access industry news, expert insights, best practices, free downloads and more.

    444 Regency Parkway Dr. Suite 201 Omaha, NE 68114
    Contact Us

    © 2010 – 2024 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Terms and Conditions | Privacy Policy