Joe Elsasser, CFP®

Founder & President of @Covisum. Creator of @SS_Timing @tax_clarity @Income_InSight #author, #speaker, #entrepreneur. Proud father. Views are my own. #fintech

[Joe Elsasser, CFP® @jelsasser]

Everything you need to know about Social Security survivor benefits via @USATODAY https://t.co/RxsLZk3BAd #SocialSecurity

[Joe Elsasser, CFP® @jelsasser]

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 https://t.co/km9FHSovw7

[Covisum @Covisum]

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. https://t.co/JRdTfSyaPR #finplan #finserv

[Joe Elsasser, CFP® @jelsasser]

This is a great article on investment in your people - specifically in #saas companies https://t.co/gD63bsVsbW #expansion

[Katie Rass @think_katierass]

"Bonus" annuities? Not so fast, says @jelsasser of @Covisum. https://t.co/zGBWOwHpOe

[Joe Elsasser, CFP® @jelsasser]

'This is a tech hub': Omaha, Lincoln to launch ad campaign aimed at luring workers from four cities via @OWHnews https://t.co/A2ZB56ThG1

[Forbes Finance Council @ForbesFinanceCl]

Clearing Up Misconceptions About Social Security https://t.co/TLlPQ5wpcS

[Wealth Management @wealth_mgmt]

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. https://t.co/aaPlBnXByN

[Joe Elsasser, CFP® @jelsasser]

@cjthehoo @CPAPlanner @jelsasser But in any client case I’d try not to ignore any other potential solutions - I might even consider borrowing if there will be excess cash flow later and it’s simply a liquidity now issue

[Joe Elsasser, CFP® @jelsasser]

@cjthehoo @CPAPlanner @jelsasser Good question. In my mind few financial planning decisions are either/or but usually a question of degree. For example the first year of delay is the most valuable, so it’s possible I could delay a year or two and buy a short/fat LTCi policy.

[Katie Rass @think_katierass]

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 @jelsasser of @Covisum https://t.co/S6Scsn3rs7

[Covisum @Covisum]

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 @jelsasser for updates https://t.co/OzsX8JURFz #T32019 #fintech #finserv #finplan

[Joe Elsasser, CFP® @jelsasser]

@MitchellChadrow Thanks for a great discussion!

[Joe Elsasser, CFP® @jelsasser]

Think You Know the Capital Gains Tax Rate? Think Again via @ThinkAdvisor https://t.co/WGWTcNstwq

[U.S. Navy @USNavy]

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

[Joe Elsasser, CFP® @jelsasser]

Join us on Dec. 5 for a free webinar to help you optimize year-end #tax opportunities for your clients. https://t.co/zIXH1seB0M #fintech

[Joe Elsasser, CFP® @jelsasser]

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. https://t.co/kF7Ian1S4h

[T3 Technology Tools @t3techhub]

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 https://t.co/JZiVOFrYon

[Joe Elsasser, CFP® @jelsasser]

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. https://t.co/kp1GC38loq

[ThinkAdvisor @ThinkAdvisor]

Joe Elsasser: Beware the Social Security 'Tax Torpedo': Hidden Value https://t.co/WuwrdHht9B @jelsasser