5 Financial Blog Ideas for March
February 1, 2024
What should financial marketers 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: Taxes, taxes, taxes
Tax Day is approaching, and according to the Internal Revenue Service, up to 25% of American taxpayers wait until the last two weeks before the deadline to file their taxes. In other words, 24 million people may still be looking for tax tips.
The angle
- Tax tips and strategies: Provide tips and strategies to help your clients maximize their tax deductions and credits, reduce their tax liability, and optimize their tax returns.
- Changes in tax laws: Discuss any recent changes in tax laws or regulations that may impact taxpayers. This could include updates on tax brackets, deductions, credits, and other relevant changes.
- State-specific tax information: Most blogs focus on federal taxes. Steer from the herd and look at the state level. Share information about state-specific tax laws, deductions, and credits that may affect taxpayers in certain states.
Blog inspiration
- Self-employment taxes: An intro guide to get you started (Intuit TurboTax)
- 4 Moves to Consider Before Filing Your Tax Return (MassMutual)
- Stay-At-Home Parents Tax Guide (TaxSlayer Blog)
Topic #2: Homebuying season
Homebuying season swings into full gear in the spring. (Shower thoughts: Is there a Punxsutawney Phil for real estate?) That’s good news: When realtors bust out the apples and cinnamon-scented potpourri, your clients have a lot to think about.
The angle
- Mortgage tips and strategies: Provide guidance on navigating the mortgage process, including tips for improving credit scores, saving for a down payment, and understanding different types of mortgages.
- Budgeting and financial planning for homeownership: Share advice on budgeting for homeownership expenses beyond the mortgage payment, such as property taxes, insurance, maintenance, and utilities.
- Understanding real estate market trends: Offer guidance on timing the market, weighing the pros and cons of buying in a seller’s market vs. a buyer’s market, and strategies for negotiating in competitive markets.
Blog inspiration
- Millennials Buying Homes? Debunking the Myths (Lemonade)
- How to Buy a House: A Step-by-step Guide (Investopedia)
- How to Improve Your Credit Score for a Mortgage (Bankrate)
Topic #3: Women’s History Month
March is Women’s History Month. Wealth managers can provide valuable insights and practical strategies to help women overcome financial challenges and achieve their financial goals. This approach not only celebrates Women’s History Month but also contributes to women’s ongoing empowerment and success in finance.
The angle
- March is a perfect time to celebrate the achievements of women in finance who have broken barriers and paved the way for future generations. Highlighting these stories inspires and provides practical insights into how they navigated their careers.
- Women often encounter distinct financial hurdles, including the gender pay gap, career interruptions due to caregiving, and longer life expectancy. Addressing these challenges is crucial for financial empowerment.
- Empowering women to take control of their financial futures involves practical advice and actionable steps that can be implemented at various life stages.
Blog inspiration
- Women’s History Month: Women in Wealth Management (Halpern Financial)
- Empowering Women’s Financial Futures: Strategies for Long-Term Wealth Management (Flourish Wealth Management)
- Women’s History Month: Women and Retirement (Prestige Wealth Management Group)
Topic #4: National Retirement Planning Month
March is National Retirement Planning Month, making it an ideal time to focus on retirement planning topics.
The angle
- Retirement savings strategies: Provide guidance on setting retirement savings goals based on factors such as desired retirement age, lifestyle expectations, and anticipated expenses.
- The rising cost of inflation: Many people forget to account for inflation in their golden years. Address the impact of inflation on retirement savings and the importance of adjusting savings and investment strategies accordingly.
- Long-term care planning: Address the importance of long-term care planning in retirement, including considerations for healthcare expenses and potential long-term care needs.
Blog inspiration
- 5 Retirement Planning Steps to Take (Investopedia)
- 7 Steps to Prepare for Your Upcoming Retirement (Merrill)
- How to Make Your Own Retirement Income Plan (Charles Schwab)
Topic #5: St. Patrick’s Day
If you’re looking for light-hearted content to drive engagement and shares, consider a St. Patrick’s Day blog.
The angle
- Finding your pot of gold: Tips for building wealth: Discuss strategies for building wealth over time, such as investing in stocks, real estate, retirement accounts, and other assets.
- Financial luck vs. financial planning: Making your own luck: Explore the concept of financial luck versus financial planning and how individuals can take control of their financial futures.
- Financial wellness: Finding balance at the end of the rainbow: Explore the concept of financial wellness and its impact on overall well-being and quality of life.
Blog inspiration
- Want To Push Your Luck This St. Patrick’s Day? Put A Plan In Place (Forbes)
- Ways to Help Make Your Own Financial Luck (210 Financial)
- 6 Ways To Save Some Green This Saint Patrick’s Day (NASDAQ)
Want to look further ahead? Download our Financial Marketing Calendar to stay up-to-date on financial events and themes all year-round.
