5 Financial Advisor Blog Ideas for July
July 3, 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: 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
- Reviewing tax goals: Encourage your clients to revisit the goals and objectives they set at the beginning of the year. This review can help ensure they are on track and make any necessary adjustments to align with their financial plans.
- Assessing tax liability: Guide your clients on assessing their current tax liability for the year. Their financial situation may have changed by July, so it’s important to consider factors such as income sources and deductions.
- Adjusting withholding or estimated tax payments: Inform your clients if they need to adjust their 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
- Tax Planning Tips for the Mid-Year (Wedbush)
- The Ultimate Mid-year Tax Planning Guide for 2024 (Burney Wealth Management)
- Mid-Year Tax Planning Tips (Washington Trust Wealth Management)
Topic #2: Mid-year investment review
Market conditions and economic factors often become more apparent by mid-year than at the beginning of the year. New trends emerge, providing a perfect opportunity to help clients review their investment progress and realign with their goals.
The angle
- Review investment goals: Encourage your clients to revisit the goals they set at the beginning of the year.
- Portfolio assessment: Guide your clients through a thorough assessment of their investment portfolios. Key points include performance review, asset allocation, and risk management.
- Identifying new investment opportunities: Explore potential investment opportunities for the year’s second half. Discuss sectors or industries that show potential for growth or areas presenting value opportunities. Offer insights into emerging markets or asset classes that might be worth considering.
Blog inspiration
- Macro Matters: Midyear Outlook 2024 (Allspring)
- How to Conduct a Midyear Investment Portfolio Review (Morningstar)
- 5 Mid-Year Financial Review Tips (Trajan Wealth)
Topic #3: Philanthropic giving strategies
Philanthropic giving is a powerful way for clients to make a positive impact while also achieving their financial and tax planning goals. July is an excellent time for wealth managers to highlight effective philanthropic strategies and discuss how to maximize the impact of charitable donations throughout the year.
The angle
- Effective philanthropic strategies: Offer insights into creating a strategic approach to philanthropy.
- Benefits of donor-advised funds: Discuss the advantages of donor-advised funds (DAFs) for philanthropic giving, such as flexibility, growth potential, and the simplicity of record-keeping and administration tasks.
- Charitable remainder trusts: Explain how charitable remainder trusts (CRTs) can benefit clients through income generation, tax benefits, and legacy planning.
Blog inspiration
- Financial planning for philanthropists and charitable givers (U.S. Bank)
- Charitable Giving (Winward Wealth Strategies)
- Swipe Right for Social Change – Wealth Managers Can Support Millennial Giving (Forbes)
Topic #4: Smart summer savings
Between soaring electric bills and all the summer activities, it’s no surprise that this season can be pricey. Connect with your clients and share some practical advice to save money.
The angle
- Energy-saving tips: Offer insights on how to reduce energy costs in the summer. Bonus: Explain how those savings can be used to invest in their future.
- Budgeting for summer activities: Emphasize the importance of creating a summer budget and provide tips on allocating funds for once-a-year expenses like summer camp or travel.
- Staycation ideas: Suggest affordable staycation ideas to help clients save money while enjoying their summer.
Blog inspiration
- Financial Tips for Summer Travel (Meridian Financial Partners)
- Budgeting for Summer Expenses (Harwood Wealth Management)
- How To Plan A Budget-Friendly Summer Vacation (Tomren Wealth Management)
Topic #5: 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 solid 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
- Steps For Financial Independence On Independence Day! (Riverbend Wealth Management)
- Focus on Your Financial Freedom this Independence Day (Lane Hipple Wealth Management Group)
- Declare Your Own Financial Independence Day (Investopedia)
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