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Joe Elsasser is a certified financial planner and the founder and president of Covisum, a financial technology company. Under his leadership, Covisum has developed a variety of groundbreaking financial planning tools, including Social Security Timing, which was the first patented Social Security optimizer, Tax Clarity, SmartRisk and Income InSight. Joe co-authored “Social Security Essentials – Smart Ways to Boost Your Retirement Income” and is a regular contributor to USA Today, InvestmentNews, Retirement Daily, CNBC and ThinkAdvisor. Joe also maintains a financial planning practice in Omaha, Nebraska.

February 07, 2022
4 Things Your Financial Planning Software Should Do

November 15, 2021
How to Help Married Couples Maximize Social Security


July 06, 2021
To Build a Thriving Niche Practice, Learn When to Say No

June 01, 2021
The Do's and Don'ts of Annual Client Meetings

March 15, 2021