Financial Blog Ideas for March
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: Taxes, taxes, taxes
Tax Day is coming up 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. Or, 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 individuals 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
- Tax Guide for the Self-Employed: Everything You Need to Know (TurboTax Blog)
- 4 tax moves to consider before filing your return (MassMutual)
- 5 Real Tax Questions From Stay-At-Home Parents (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, we have a lot to talk 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 versus a buyer’s market, and strategies for negotiating in competitive markets.
Blog inspiration
- Millennials Buying Homes? Debunking the Myths (Lemonade)
- First-Time Homebuyer’s Guide (Investopedia)
- How to Improve Your Credit Score for a Mortgage (Bankrate)
Topic #3: Spring cleaning your finances
Spring is a great time to talk about getting finances organized, since a lot of people: a) just did their taxes and b) just realized how disorganized their finances are. Help your readers spring-clean their financial lives to save money and reduce stress next year.
The angle
- Money audit: Discuss the benefits of conducting a spending audit to identify recurring expenses, subscriptions, or services that can be eliminated or renegotiated.
- Creating financial goals: Discuss the importance of setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) financial goals and adjusting as needed.
- Optimizing investments: Offer guidance on rebalancing investment portfolios to align with long-term financial goals and risk tolerance.
Blog inspiration
- How to Conduct a Personal Finance Audit (U.S. News and World Report)
- 5 Ways to Spring Clean Your Finances (Morgan Stanley)
- 6 Ways to Spring Clean Your Finances (Ellevest)
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)
- 5 Ways to Make Your Own Luck With Money This St. Patrick’s Day (Experian)
- 6 Ways To Save Some Green This Saint Patrick’s Day (GoBankingRates)
Want to look further ahead? Download our Financial Marketing Calendar to stay up-to-date on financial events and themes all year-round.
