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Tax

Retirement Daily: Tax Rates and Retirement, What You Need to Know

No retirement decision should be made without first considering the tax impact that decision could have on the overall retirement strategy. In this Retirement Daily article, Tax Rates and Retirement: What You Need to Know, Covisum® Founder and President, Joe Elsasser, CFP® outlines the different tax rates that determine how much you'll pay in taxes throughout retirement.
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In The News

ThinkAdvisor: 4 Things Your Financial Planning Software Should Do

With so many options on the market, it can be difficult to determine which financial planning technology is worth investing in and which options to skip. In this recent ThinkAdvisor article, Joe Elsasser, CFP®, offers financial advisors tips for choosing the right software for their financial planning practice.
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In The News

Press Release: Covisum Awarded ISO/IECC 27001 Certification

OMAHA, Neb. –Today Covisum announces that the company has achieved ISO 27001:2013 certification. ISO/IEC 27001 is an internationally recognized management system for controlling information security and governance risk. Certification is achieved through an external accredited certification body following extensive audits of practices, policies, and procedures.
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