5 Financial Blog Ideas for February
March 8, 2024
What should financial marketers and advisors talk about this month? Our monthly roundup has you covered with timely topics for blog posts, social media campaigns, and other marketing ideas.
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Topic #1: The start of tax season
With tax season approaching, now is a good time to start planning tax-related blogs and content like tips on tax planning, deductions, credits, and how to maximize tax refunds. It is a big and often daunting subject for most of us.
The angle
- Educate on tax basics: Explain fundamental tax concepts, such as taxable income, deductions, credits, and filing deadlines. Consider examples to make the information accessible to your audience.
- Provide actionable steps: Break down the tax filing process into actionable steps, from gathering necessary documents to submitting the tax return. Offer a checklist or timeline to help readers stay organized and on track.
- Focus on maximizing tax refunds: Offer strategies for maximizing tax refunds, optimizing tax withholding throughout the year, and considering tax-efficient investment strategies.
Blog inspiration
- How to File Taxes This Year: 2024 Tax-Filing Guide (NerdWallet)
- 6 Steps for First-Time Tax Filers (Bank of America)
- How to File Your Taxes: A Beginner’s Guide (The Motley Fool)
Topic #2: Valentine’s Day
With Valentine’s Day fast approaching, this can be a great time to talk about financial planning for couples.
The angle
- Highlight the benefits: Talking about money can be tough. Explain the positive impact of open and honest discussions.
- Emphasize joint financial goals: Stress the importance of setting and working towards joint financial goals as a couple, whether it’s saving for a down payment on a house, planning for retirement, or funding a dream vacation. Encourage readers to have conversations about their long-term aspirations and how they can support each other financially.
- Offer resources: A lot of budgeting apps and resources are designed for one. Direct readers to helpful tools and resources for managing finances as a couple, such as budgeting apps or financial planning worksheets.
Blog inspiration
- A Guide to Financial Planning for Couples (Monarch)
- Managing Money as a Newly Married Couple (Investopedia)
- Pre-Wedding Financial Checklist: What Couples Should Consider (City National Bank)
Topic #3: Black History Month
Highlight the importance of financial empowerment within the Black community, including discussions on wealth-building strategies, entrepreneurship, and closing the racial wealth gap.
The angle
- Highlight the importance of financial empowerment: Historical and systemic barriers have hindered wealth accumulation within the Black community. Emphasize the importance of financial empowerment as a means to address these disparities and achieve economic equality.
- Wealth-building strategies: Offer practical wealth-building strategies tailored to the needs and challenges faced by the Black community.
- Highlight the successes: Share success stories of Black individuals and businesses that have achieved financial success. Highlight their resilience, creativity, and innovative approaches to wealth accumulation.
Blog inspiration
- Key Money Milestones in Black History (MoneyLion)
- Black History Month: A Focus on Financial Health and Wellness (T.Rowe Price)
- Black History Month: A Journey Through Finance History (Vanderbilt Financial Group)
Topic #4: The New Year’s resolution wind down
By February 43% of people who made New Year’s resolutions have given them up. Now can be a great time to help your audience get back on track with their financial goals.
The angle
- Reframe resolutions into goals: Guide readers in setting Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) financial goals which may be easier to obtain than bigger, broad resolutions.
- Consider behavioral finance: Explore the psychological factors influencing financial decision-making, such as cognitive biases, emotional responses to market fluctuations, and strategies for overcoming impulsive behaviors.
- Promote the buddy system: Highlight the benefits of accountability and check-in with loved ones to keep on track with financial goals.
Blog inspiration
- Sticking To Your Financial Goals: 15 Helpful Tips From The Experts (Forbes)
- Setting (Attainable) Financial Goals & Sticking to Them (Latitude 32 Credit Union)
- 5 Ways to Stick to Your Financial Resolutions (Mountain America Credit Union)
Topic #5: Post-holiday debt
With the holiday season behind us, many people may be dealing with post-holiday debt. Consider tips on managing debt, consolidating loans, and developing a repayment strategy.
The angle
- Practical strategies: Offer practical and actionable strategies for managing debt, such as creating a budget, prioritizing high-interest debt, and exploring debt consolidation options.
- Highlight financial education: Use debt management as an opportunity to educate individuals about responsible borrowing, budgeting, and financial planning. Provide resources and tools that help individuals build financial literacy skills and make informed decisions about borrowing and spending.
- Celebrate progress: Encourage readers to track their progress and celebrate each debt paid off as a significant achievement towards financial freedom.
Blog inspiration
- How to Recover After Big Holiday Spending (Bankrate)
- 7 Tips to Help You Recover From Holiday Spending (Experian)
- The Post-Holiday Budget Recovery Guide (Acclaim Federal Credit Union)
Want to look further ahead? Download our Financial Marketing Calendar to stay up-to-date on financial events and themes all year-round.
