Browse by topic
Subscribe to our news

In The News

ThinkAdvisor: Put Those RMDs Back. Now.

This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, talks about the rapidly approaching deadline for fixing required minimum distributions (RMDs) that came out of client accounts prior to the passage of the Coronavirus Aid, Relief and Economic Security (CARES) Act.
Read More

In The News

Press Release: Covisum Collaborates with TruChoice to Help Financial Professionals Create Tax-Efficient Retirement Strategies

OMAHA, Neb. – Today, Covisum®, a financial technology company enabling thousands of financial professionals to help provide potential solutions for retirees and pre-retirees, announced a collaboration with TruChoice Financial Group, LLC (TruChoice), to provide TruChoice-affiliated, securities-registered professionals special pricing on annual subscriptions to Tax Clarity® software.
Read More

In The News

Perspectives Magazine: Post Secure Act—Roth Conversions or Life Insurance

The SECURE Act has created some really interesting opportunities for financial advisors who specialize in retirement income planning, especially when you consider that some of these changes can cause eventual sub-optimal tax situations for clients.
Read More

Retirement Daily: Should You Claim Social Security Early Because of COVID-19?

It appears that the Social Security system may run out of funds even faster than projected. While the last Social Security Trustees report indicated that funds would run out by 2035, some think tanks are suggesting that it could be as early as 2029 as a result of an influx of new Social Security claimants and reduced income from fewer people working due to the pandemic. Thus, many advisors are suggesting that it might be beneficial to claim Social Security benefits early.
Read More

In The News

ThinkAdvisor: Prep Your Practice Now for Future Market Volatility

This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, talks about how the current economic situation is making some advisors rethink their processes and plans. Advisors who craft quality contingency plans for times of market instability instill confidence in their clients and help them avoid making rash decisions out of panic. 
Read More

Stay Connected

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