Will adjusted gross income continue to be important in a Trump tax world?

President Trump plans to provide tax relief for middle class Americans and simplify the tax code. How could this new tax plan, outlined in his “Tax Reform That Will Make America Great Again,” impact financial advisors? What could it mean for your clients? Let’s start with this example. What if there was no tax reform? Read more about Will adjusted gross income continue to be important in a Trump tax world?[…]

Social Security strategies in 2017

Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum is passionate about improving lives through better financial decisions. He was recently featured on Financial-Planning.com in, “Social Security savviness still pays off.” From the article: Elsasser thinks that Social Security remains a valuable specialty. “I believe this is still a viable concentration area for advisers, particularly over Read more about Social Security strategies in 2017[…]

Help — I need somebody!

The Covisum support team is here for you, when “not just anybody” will do. One of our founding principles is to provide awesome support for our subscribers. One way we do that is through our expert support team. As experts in our software programs and the complex rules our software helps navigate, you can count on us Read more about Help — I need somebody![…]

Dead or alive?: Social Security planning a year after Bipartisan Budget Act

The reports of the death of Social Security planning have been greatly exaggerated. A year after its passage, we look at how the legislation’s elimination of two key Social Security claiming strategies has impacted clients and financial advisors. When lawmakers passed the Bipartisan Budget Act of 2015 in October of that year, predictions circulated that Read more about Dead or alive?: Social Security planning a year after Bipartisan Budget Act[…]

Is ‘fiduciary’ a mindset?

There are 144 days until the Department of Labor Fiduciary Rule goes into effect. How will this new rule affect your business? How will it change the industry? What does it mean for Covisum® product subscribers and The Arrow Group members? The answers to these questions will be extraordinarily complex as they unfold over time. Read more about Is ‘fiduciary’ a mindset?[…]

The Arrow Group rallies in Reno

Financial advisors from across the country gathered in Reno, Nevada, Oct. 20 and 21 at Atlantis Casino Resort and Spa. The summit featured intensive training sessions on the next generation of Covisum™ tools and how to add quantifiable value to client lives, ultimately growing The Arrow Group member’s businesses. Joe Elsasser, president of Covisum and creator Read more about The Arrow Group rallies in Reno[…]

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