Designed by advisors, for advisors, the patented Social Security Timing software is so advanced, it can unlock Social Security benefits up to $100,000 and more.
May your new year be filled with happiness and success in 2023!
Our office will be closed Jan. 2 and will resume normal business hours on Tuesday, Jan 3 at 7:30 am CT. You can find answers to frequently asked questions in our online Help Center. https://t.co/SAS8HdoDRL
Wishing you and your family a wonderful holiday season! We will be closed Dec. 26 and will resume normal business hours on Tuesday, Dec. 27 at 7:30 am CT. You can find answers to frequently asked questions in our online Help Center. https://t.co/T49jNvctEw
How's your web presence as prospects look for someone to help them with their finances? Now is the time to reevaluate your digital marketing strategy. Learn how in this Perspectives Magazine article from @KatieAGodbout.
https://t.co/vYK0zFM9BQ
ICYMI- Here is a useful @ThinkAdvisor article written by Covisum® Founder and President, Joe Elsasser, CFP®. Learn how the 2023 Social Security cost-of-living-adjustment could affect what your retired clients pay in taxes.
https://t.co/uxSTZAkGrn
#financialplanning
Last month @ThinkAdvisor joined us for our webinar where Joe Elsasser, CFP®, discussed which retirement tax strategies #financialadvisors should try during an economic downturn. Read their recap 👇
https://t.co/p0klfTh1Wx #financialplanning
This useful @CNBCarticle outlines what the 8.7% cost-of-living increase will look like for monthly Social Security benefit recipients in 2023. Read the full article here. https://t.co/QPA5D6b3xw
This helpful @CNBC article shows how retirees can minimize taxes while receiving an 8.7% increase to their Social Security benefit. Take a few minutes to read the full article. https://t.co/VxAQ5sTJX7
Social Security experts, including our Founder and President, Joe Elsasser, CFP®, offer their view on the recent 8.7% COLA announcement in an article from TheStreet. Read the full article here. https://t.co/WoNSdXKVIW
2023 will have the highest cost-of-living-adjustment since the eighties. Read this @CNBC article that further explains how this 8.7% increase will impact retirees.
https://t.co/OlmtMnj0li
Do you know which tax strategies are most beneficial during an economic downturn? Learn how by attending our free webinar on Nov. 15 at 1 p.m. CT.
Click the link to register >>>
https://t.co/iA58KJP0Hr
Help your clients and prospects understand essential #retirementincomeplanning basics with “Retirement Income Planning Done Right,” a comprehensive guide that covers key milestones in an easy-to-follow infographic. https://t.co/qeew1XM3wL
Lead generation should be one of the most critical aspects of your 2023 marketing strategy. Your prospective clients are using online research to influence their decisions. Take five and learn how to improve your presence.
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Our benefit cuts feature can help you demonstrate to clients the impact of cuts to Social Security benefits. Learn more over on our blog. #TechTipTuesday
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Millions of retirees depend on #SocialSecurity benefits to live. As a #FinancialAdvisor, you need to help your clients make smart financial decisions based on reason, not fear. Download this guide to learn how: https://t.co/85rquokJlK
When should I retire? We're sure at some point in your career you've been asked that question. Covisum #financialplanning software can help you answer this and other questions your clients may have about #retirement. Take a free trial of our tools. https://t.co/HKtqGJMBKh
Learn how a good #SocialSecurity optimizer can help you illustrate the value of a smart claiming decision in the latest issue of Perspectives magazine from @NAILBA https://t.co/9Va7vmS7Y7 #fintech
As you discuss #SocialSecurity#retirementstrategy with clients, it's important to note that funding for the program is on shaky ground. Social Security is scheduled to run out in 2034 if no action is taken. Keep these things in mind as you're planning.
https://t.co/j9vwSlfwJa
Creating retirement income planning road maps for your clients is crucial to their success — and also crucial to your RIA business success. See how the right software can be your secret weapon in growing your business: https://t.co/35iCRVcxHG