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In The News

ThinkAdvisor: 4 Retirement Tax Challenges to Consider During an Economic Downturn

Recently Covisum hosted a webinar on Tax Strategies During an Economic Downturn. During the webinar Joe Elsasser, CFP® highlighted the challenges and opportunities advisors should be aware of given the current market environment. ThinkAdvisor recapped the webinar in an article. 
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In The News

ThinkAdvisor: Social Security COLA Could Have Surprising Tax Effects

The Social Security Administration recently announced an 8.7% benefit increase for 2023, the largest cost-of-living increase since the 1980s. This week in ThinkAdvisor, Joe Elsasser, CFP®, talks about how the 2023 Social Security cost-of-living-adjustment could affect how much your retired clients pay in taxes.
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In The News

Perspectives Magazine: Improve Social Security Planning with Software

Social Security benefits supplement retirement income for millions of Americans, so it's important for financial advisors to have extensive knowledge about the program. Advisors who go a step further and use Social Security planning software have a competitive edge over those who don't. Social Security optimizers can illustrate the value of a smart claiming decision. Covisum Founder and President, Joe Elsasser, CFP®, examines this further in the latest issue of Perspectives magazine.
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