Behind the scenes at The Arrow Group meeting in Omaha

Financial advisors from all over the country rallied in Omaha, Nebraska, April 4 and 5 at the Embassy Suites by Hilton Omaha Downtown Old Market. Joe Elsasser, president of Covisum, started the event with exciting updates from Covisum. In the first session, members broke into accountability groups for a team-building activity featuring the Johari Window. Read more about Behind the scenes at The Arrow Group meeting in Omaha[…]

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?[…]

The Arrow Group member feature: Jeremy Armagost

Jeremy Armagost, CFP® RICP® has earned his Master’s Degree in Financial Planning from the College for Financial Planning. He has also earned the RICP® designation which is an advanced designation dealing with retirement income planning. Prior to his financial planning career, after graduating from the Air Force Academy, he spent 10 and a half years as Read more about The Arrow Group member feature: Jeremy Armagost[…]

Calculator figures how much social security benefit is taxable

Are you able to explain to this growing clientele how their benefits are taxed? Our calculator helps. The proportion of beneficiaries who must pay income tax on their Social Security benefits has risen over time and will continue to grow. With more people impacted by these taxes, it’s important that you’re able to explain how Read more about Calculator figures how much social security benefit is taxable[…]

The School: improving lives through better retirement decisions

Financial advisors, now more than ever, must demonstrate value to clients in order to maintain and grow their businesses. But how? Broaden your expertise Improving lives through better financial decisions means advisors need to be current on Social Security rules, tax issues, risk management and how to supplement Social Security income by efficiently harvesting clients’ Read more about The School: improving lives through better retirement decisions[…]

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[…]

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[…]

0.3% Social Security benefit increase starts in January 2017

The Social Security Administration (SSA) announced on Tuesday, October 18, that for 2017 there will be a 0.3 percent increase to the monthly Social Security benefits for more than 60 million recipients. The purpose of the COLA is to ensure that the purchasing power of Social Security and Supplemental Security Income (SSI) benefits is not Read more about 0.3% Social Security benefit increase starts in January 2017[…]

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