Joe Elsasser: Beware the Social Security 'Tax Torpedo': Hidden Value trib.al/ZSN0I4l Joe Elsasser, CFP®

Why Your Financial Advisor Should Tell You What You Need To Hear -- Not What You Want hubs.ly/H0f3zwZ0 by Forbes

Why Your Financial Advisor Should Tell You What You Need To Hear -- Not What You Want bit.ly/2yoNMbC via Joe Elsasser, CFP®

Wise words from Joe Elsasser, CFP® x.com/ForbesFinanceC…

Watching a client suffer from dementia is a difficult situation for everyone involved, but a good #financialadvisor can do a few things to make this difficult situation easier and add additional value to their most vulnerable clients. hubs.ly/H0fdJQC0

News from last week's #T32018 Enterprise Conference: Covisum makes it easy to provide Social Security advice, model current and future tax situations, and give more realistic estimates of downside portfolio risk t3technologyhub.com/covisum-makes-…

Ultimately, it is better for both the company and the individual if workers are engaged, refreshed when they come to work and able to devote their whole mind to the challenges the company faces. hubs.ly/H0fthnT0

Join us on Dec. 5 for a free webinar to help you optimize year-end #tax opportunities for your clients. hubs.ly/H0fy39j0 #fintech

Fair winds and following seas, Sir. We have the watch.

Think You Know the Capital Gains Tax Rate? Think Again via ThinkAdvisor hubs.ly/H0fNJzQ0

Our team is on our way to Texas for the T3 Advisor Conference. Here's where you can find us this week! Visit us at Booth 517 &519. You can also follow @KatieAGodbout @LaurenLaferla and Joe Elsasser, CFP® for updates hubs.ly/H0gjF3s0 #T32019 #fintech #finserv #finplan

When it comes to withdrawing retirement money, many advisors default to taxable --> pretax --> Roth. But this sequence can leave some clients with bigger RMDs than necessary. A good read from Joe Elsasser, CFP® of Covisum thinkadvisor.com/2019/03/05/tax…

LAST CHANCE TO REGISTER FOR TODAY'S WEBINAR, Understanding Key Variables: Tax-Efficiency in Retirement. Learn how to optimize Social Security & not end up with a tax torpedo & more 3/27/19 3:15 pm CT. Sponsored by Covisum. ow.ly/ASQT30o8ver

Clearing Up Misconceptions About Social Security bit.ly/2HKzeZN

'This is a tech hub': Omaha, Lincoln to launch ad campaign aimed at luring workers from four cities via Omaha World-Herald bit.ly/2LTCUe9

"Bonus" annuities? Not so fast, says Joe Elsasser, CFP® of Covisum. thinkadvisor.com/2019/07/25/exp…

This is a great article on investment in your people - specifically in #saas companies bit.ly/2GWWgM5 #expansion

Join Covisum's Director of Sales and Marketing @KatieAGodbout on 9/26 at 1:30 p.m. CT for a free webinar and learn how to develop and execute an effective #marketing strategy that will help you grow your #retirement planning practice. hubs.ly/H0kLGn60 #finplan #finserv

Join @KatieAGodbout and @LaurenLaferla on 9/30 at 1 p.m. CT for Get More Appointments: Marketing Advice for Advisors—a live 30-minute webinar that will help you polish your own webinar marketing strategy so you can get more appointments hubs.ly/H0wbKtt0

Everything you need to know about Social Security survivor benefits via USA TODAY hubs.ly/H0FHtv_0 #SocialSecurity