The SSA announced a 2.8% COLA for 2026. See key updates to taxable earnings, income thresholds, and why Social Security remains a unique retirement asset.

Covisum

25.10.2025

Reflecting on Covisum MEET 2025

Covisum MEET 2025 highlighted key insights in retirement income planning with thought leaders focusing on time, taxes, and transformation for advisors and clients alike.

Covisum

10.10.2025

OBBBA Insights for Advisor Study Groups

Learn how the One Big Beautiful Bill Act impacts retirement planning. Invite Joe Elsasser, CFP®, to bring expert insight to your advisor study group.

Covisum

28.08.2025

Why Effective Marginal Rate Planning Matters Even More Under OBBBA

Learn how EMR-based planning helps advisors navigate OBBBA’s new tax rules, reduce client taxes, and improve retirement income strategies.

Covisum

01.08.2025

Breaking Down Big Changes: OBBBA Bite‑Sized Insights for Financial Advisors

Learn how the One Big Beautiful Bill Act (OBBBA) of 2025 impacts tax and retirement planning. Covisum’s Bite‑Sized Insights video series helps financial advisors understand key provisions, fast.

Covisum

08.07.2025

The One Big Beautiful Bill Act is Now Law

Stay ahead of tax law changes. One Big Beautiful Bill reshapes planning rules—our updated tools and webinar will help you guide clients with confidence.

Covisum

20.06.2025

What the 2025 Trustees Report Really Means for Your Clients' Retirement Plans

Discover what the 2025 Social Security Trustees Report means for your clients. Joe Elsasser, CFP®, breaks down key updates and how advisors can prepare for potential benefit reductions.

Covisum

31.05.2025

Why Taxes Deserve a Front Seat in Retirement Planning Conversations

Learn why incorporating tax strategies into retirement planning is crucial for optimizing your clients' income and avoiding unexpected costs throughout their retirement journey.

Covisum

11.04.2025

Introducing Covisum Conversations

Discover Covisum Conversations, a new quarterly series providing practical strategies and insights from successful financial advisors to help grow your retirement income planning practice.

Covisum

28.03.2025

Optimizing Social Security: A Key Component of Retirement Planning

Optimize Social Security in retirement planning with effective strategies to enhance financial security, address client concerns, and integrate tax-efficient approaches.

Covisum

19.02.2025

Guiding Clients Through the Social Security Fairness Act: Podcast

Discover the key changes of the Social Security Fairness Act and its impact on retirees, including retroactive payments and financial advisory insights. Learn more in our latest blog.

Covisum

24.12.2024

Social Security Fairness Act

Social Security Fairness Act of 2024 eliminates WEP and GPO, impacting beneficiaries and detailing software guidance for accurate benefit representations.

Covisum

26.11.2024

Trump Campaign: Seniors Shouldn’t Pay Tax on Social Security

In recent consumer seminars, one of the most common questions we are getting is the question of tax on Social Security benefits.

Covisum

23.11.2024

Will the Social Security Fairness Act repeal the WEP and GPO?

We’re getting a lot of questions about the Social Security Fairness Act (HR 82) which repeals the Government Pension Offset and Windfall Elimination Provision. This bill passed the house on November 12th, just 6 days after the election

Covisum

13.10.2024

Social Security COLA: 2.5% Increase for 2025

Learn about the Social Security Administration's 2.5% COLA increase for 2025 and its impact on benefits and taxable earnings. Stay informed with the latest updates.

Covisum

11.05.2024

2024 Social Security Trustees Report and Benefit Cut Scenario Updates

Stay informed with the latest updates on the 2024 Social Security Trustees Report and Benefit Cut Scenario, including estimates for trust fund depletion and potential benefit cuts.

Covisum

01.05.2024

Retirement Delivered Conference: Registration is now open!

Learn about tax-efficient retirement income planning at the Retirement Delivered Advisor Conference in Omaha. Early-bird pricing available until June 15th. Join experts and explore the latest Covisum software innovations.

Covisum

26.03.2024

On-Demand Webinar: Retirement Delivered - First in the 7-part series

Listen to this webinar to learn how to tie SS planning, tax-efficient withdrawals and risk management into a cohesive picture answering clients' big Q's

Covisum

13.03.2024

Covisum is starting a 7-part webinar series, Retirement Delivered

7-part webinar series will focus on highlighting the framework used by top advisors to grow their practices by delivering dramatic value to their clients.

Covisum

22.11.2023

Optimizing Retirement: Navigating Tax Efficiency with Covisum's EMR Methodology

Learn how Covisum's EMR methodology can help optimize retirement planning by navigating tax efficiency. Discover valuable insights in this Advisor Perspectives article by Dr. Wade Pfau and Joe Elsasser.

Covisum

16.10.2023

Unleashing the Power of Authentic Referrals: The Covisum Advantage

Covisum's unique approach empowers financial advisors to build lasting client relationships and grow AUM. Explore how Covisum is revolutionizing referrals.

Covisum

13.10.2023

Enhance Retirement Income Planning with Our Morningstar® ByAllAccounts® Integration

Covisum is thrilled to announce our latest integrated solution with Morningstar® ByAllAccounts®

Covisum

12.06.2023

Maximizing Retirement Income with Covisum's Financial Planning Suite

Transform retirement income planning with Covisum's integrated suite of financial planning software. Optimize Social Security, income distribution, & tax.

Covisum

08.06.2023

Why Systematic Value Delivery is Crucial for Financial Advisors

Unlock the systematic process and powerful tools for retirement income planning that advisors love from Covisum's comprehensive software and support.

Covisum

15.05.2023

A Proven Process for Retirement Income Planning Financial Advisors

Learn how Covisum's proven process can help financial advisors provide value to clients with expert support and marketing materials. No contracts required!

Covisum

06.04.2023

Social Security Trust Fund Depletion Date Moved Up to 2034

Annual trustees report: Social Security funds secure until 2034. Optimize retirement planning with Social Security Timing and Income InSight.

Covisum

14.03.2023

Market Your Retirement Income Planning Practice [FREE TEMPLATES]

Grow your retirement income practice with our free marketing resources. Target effectively, create messaging, and reach more clients.

Covisum

08.03.2023

Roth Conversion Automation: Strategies to Differentiate Your Practice

Roth conversion automation and how to differentiate your practice. Learn how to optimize your clients' tax efficiency.

Covisum

21.02.2023

How Tax Clarity Shines a Light on the Retirement Tax Landscape

Covisum’s Tax Clarity retirement income planning software lets financial advisors go beyond providing investment advice and showcase their tax planning value.

Covisum

07.02.2023

6 Features You Should Expect from Your Fintech Stack

The right fintech stack will shine a spotlight on the value financial advisors bring to the retirement income planning table. Here are the features you need.

Covisum

26.01.2023

How the Market Downturn Could Impact Your Retirement Tax Strategies

Financial advisors should be aware of certain tax situations when preparing retirement income strategies for clients in 2023.

Covisum

18.01.2023

Challenging Retirement Tax Planning Situations Advisors May Encounter in a Down Market

Recent market volatility has created some tax situations that financial advisors need to watch for.

Covisum

09.01.2023

The SECURE Act 2.0 Retirement Income Planning Opportunities

The SECURE Act 2.0 is a major piece of legislation that offers a number of benefits for retirement savings and small business growth.

Covisum

03.01.2023

A Robust Software Suite to Round Out Your Practice

Find out how Covisum’s retirement income planning software suite helps financial advisors turn prospects into long-term clients.

Covisum

29.12.2022

Retirement Income Planning for More Than a Nest Egg

Today’s financial advisors have to look beyond the traditional nest egg when building retirement income strategies. Find out how fintech can help.

Covisum

14.12.2022

Using Tax Clarity and Income InSight in Annual Client Review Meetings

Using Tax Clarity® and Income InSight® during your annual client meetings can set you apart from the competition.

Covisum

02.12.2022

Return Assumptions in Retirement Income Planning Software

Income InSight uses asset classes rather than historical earnings for more efficient retirement income planning.

Covisum

30.11.2022

Software Updates: Including Inflation in Your Retirement Planning Strategies

See how we've updated our financial planing software to help you easily address client needs and demonstrate the value of your financial advice.

Covisum

30.11.2022

Financial Advisor Lead Generation Tips You’ll Want to Try Right Now

Financial advisor lead generation has moved beyond cold calls and word of mouth. Today’s lead gen requires a digital inbound marketing strategy.

home›Covisum›Economy

Covisum - Economy

2026 at a glance: What’s changing?

Reflecting on Covisum MEET 2025

OBBBA Insights for Advisor Study Groups

Why Effective Marginal Rate Planning Matters Even More Under OBBBA

Breaking Down Big Changes: OBBBA Bite‑Sized Insights for Financial Advisors

The One Big Beautiful Bill Act is Now Law

What the 2025 Trustees Report Really Means for Your Clients' Retirement Plans

Why Taxes Deserve a Front Seat in Retirement Planning Conversations

Introducing Covisum Conversations

Optimizing Social Security: A Key Component of Retirement Planning

Guiding Clients Through the Social Security Fairness Act: Podcast

Social Security Fairness Act

Trump Campaign: Seniors Shouldn’t Pay Tax on Social Security

Will the Social Security Fairness Act repeal the WEP and GPO?

Social Security COLA: 2.5% Increase for 2025

2024 Social Security Trustees Report and Benefit Cut Scenario Updates

Retirement Delivered Conference: Registration is now open!

On-Demand Webinar: Retirement Delivered - First in the 7-part series

Covisum is starting a 7-part webinar series, Retirement Delivered

Optimizing Retirement: Navigating Tax Efficiency with Covisum's EMR Methodology

Unleashing the Power of Authentic Referrals: The Covisum Advantage

Enhance Retirement Income Planning with Our Morningstar® ByAllAccounts® Integration

Maximizing Retirement Income with Covisum's Financial Planning Suite

Why Systematic Value Delivery is Crucial for Financial Advisors

A Proven Process for Retirement Income Planning Financial Advisors

Social Security Trust Fund Depletion Date Moved Up to 2034

Market Your Retirement Income Planning Practice [FREE TEMPLATES]

Roth Conversion Automation: Strategies to Differentiate Your Practice

How Tax Clarity Shines a Light on the Retirement Tax Landscape

6 Features You Should Expect from Your Fintech Stack

How the Market Downturn Could Impact Your Retirement Tax Strategies

Challenging Retirement Tax Planning Situations Advisors May Encounter in a Down Market

The SECURE Act 2.0 Retirement Income Planning Opportunities

A Robust Software Suite to Round Out Your Practice

Top 10 Blog Posts of 2022

Retirement Income Planning for More Than a Nest Egg

Using Tax Clarity and Income InSight in Annual Client Review Meetings

Return Assumptions in Retirement Income Planning Software

Software Updates: Including Inflation in Your Retirement Planning Strategies

Financial Advisor Lead Generation Tips You’ll Want to Try Right Now

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