5 Financial Blog Ideas for July

June 1, 2023

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: Financial lessons for Independence Day

Looking for a way to tie in the Fourth of July without highlighting another sales holiday? Imparting lessons on financial freedom can empower your audience to celebrate their own independence. 

The angle

  • Financial independence: Discuss strategies and steps individuals can take to achieve financial independence, such as budgeting, saving, investing, and reducing debt.
  • Building a strong financial foundation: Provide tips and advice for establishing a strong financial foundation. Topics can include creating a budget, setting financial goals, emergency fund planning, and developing good saving habits.
  • Achieving work-life balance: Explore the connection between financial independence and achieving a healthy work-life balance. Discuss strategies for managing time, setting boundaries, and prioritizing personal well-being while pursuing financial goals.

Blog inspiration

Topic #2: Mid-year investment strategies 

By the middle of the year, market conditions and economic factors are looking clearer (hopefully) than they were at the beginning of the year. New trends are also emerging. This is a great time to help your audience look at their investment progress and realign with their goals. 

The angle

  • Review investment goals: Encourage readers to revisit the investment goals they set at the beginning of the year. Discuss the importance of aligning goals with their financial situation, risk tolerance, and time horizon. 
  • Portfolio assessment: Guide readers on how to assess their investment portfolios. Encourage them to review the performance of individual investments, asset allocation, and diversification. Discuss the importance of considering risk management and how to evaluate portfolio performance against benchmarks.
  • Identifying new investment opportunities: Explore potential investment opportunities for the second half of the year. Discuss sectors or industries that show potential for growth or areas that may present value opportunities. Offer insights into emerging markets or asset classes that investors may want to consider.

Blog inspiration

Topic #3: Mid-year tax planning 

No one likes to think about taxes outside of April, but mid-year tax planning can help readers reduce their tax liability, optimize deductions, and make informed financial decisions.

The angle

  • Review tax goals: Encourage readers to revisit their tax goals and objectives set at the beginning of the year. 
  • Assessing tax liability: Guide readers on how to assess their current tax liability for the year. Discuss the factors like income sources, deductions, and credits — by July, their situation may have changed. 
  • Adjusting withholding or estimated tax payments: Provide guidance on adjusting tax withholding or estimated tax payments. Discuss the implications of underpayment or overpayment of taxes and offer strategies for making appropriate adjustments to align with expected tax liability.

Blog inspiration

It’s Time for a Mid-Year Tax Checkup. Here’s How to Stay on Track (CNBC)

The Ultimate Mid-year Tax Planning Guide for 2023 (Burney Wealth Management)

Maximize Your Savings: A Guide to Mid-Year Tax Planning in 8 Steps (Aspire Planning Associates)

Topic #4:  Travel insurance 

With the summer vacation season in full swing, many people are planning to take a trip before the school year starts. This is a good opportunity for a timely post on something not so frequently covered: travel insurance. 

What is it? Do you even need it? Are you wasting money? Here’s how to cover it: 

The angle

  • Overview of travel insurance: Provide an overview of what travel insurance entails. Explain the types of coverage typically offered, such as trip cancellation, medical expenses, baggage loss, and emergency evacuation coverage.
  • Types of travel insurance: Explain the different types of travel insurance available like single-trip insurance for specific vacations, annual policies for frequent travelers and specialized coverage for adventure activities or international travel.
  • Pre-existing medical conditions: Address the importance of disclosing pre-existing medical conditions when purchasing travel insurance. Explain how certain conditions may affect coverage and how travelers can ensure they have the appropriate level of protection.

Blog inspiration

Topic #5: Summer savings tips 

Between soaring electric bills (this has to be the hottest year on record, right?), to travel plans to day trips with the kids, summer is expensive. Help your audience save a few bucks. 

The angle

  • Energy-saving tips: Discuss strategies for reducing air conditioning costs, such as using programmable thermostats, setting it at a higher temperature, and utilizing natural ventilation. Might seem silly in December, but everyone cares about the AC bill in July. 
  • Budgeting for summer activities: Emphasize the importance of creating a summer budget to allocate funds specifically for activities such as vacations, outdoor events, or dining out. Provide tips on tracking expenses and staying within budget.
  • Staycation ideas: Suggest staycation ideas to save money while still enjoying the summer. Provide recommendations for local attractions, outdoor activities, or cultural events that are affordable or even free.

Blog inspiration

Want to look further ahead?  Download our Financial Marketing Calendar to staup-to-date on financial events and themes all year round.

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