52 Financial Planning and Investing topics to write about as a Financial Advisor
Ever get writer's block?
I do.
Constantly.
Here are 52 Financial Planning and Investing topics to write about as a Financial Advisor.
Budgeting Basics: The 50/30/20 Method
The Importance of an Emergency Fund and How to Build One
Understanding Credit Scores and How to Improve Them
Paying Down Debt: Snowball vs. Avalanche Method
Investment Fundamentals: Stocks, Bonds, and Real Estate
Retirement Planning: Annuities, Taxable Accounts, IRA's and your 401(k)
How to Diversify Your Investment Portfolio
The Time Value of Money: Rule of 72 and 114
Tax Planning: How to Minimize Your Tax Burden
Saving for College: 529 Plans and Other Options
Understanding Insurance: Life, Health, Home, and Auto
Estate Planning: Wills, Trusts, and Power of Attorney
How Inflation Impacts Your Savings and Investments
Home Ownership: The Pros and Cons of Buying vs. Renting
How to Choose a Financial Advisor
Understanding Social Security Benefits
What Does a Financial Advisor Do?
Bitcoin and Cryptocurrency: Is It For Your Portfolio?
The Role of Gold and Precious Metals in an Investment Portfolio
The Impact of Economic Indicators on Investments
Health Savings Accounts (HSAs) and The Tripple Tax Benefits
Fixed-Income Investing: An Overview
Teaching Kids About Money and Financial Literacy
The Psychology of Spending and Saving
Asset Allocation Strategies for Different Life Stages
Building Wealth Through Real Estate Investing
Creating a Personal Financial Statement
Charitable Giving: Donor-Advised Funds and Other Strategies
The Importance of a Financial Check-up
Index Funds vs. Passive Funds vs. Actively Managed Funds
Behavioral Economics and Personal Finance
How to Prepare for a Financial Emergency
Student Loans: Paying Them Off and Refinancing Options
Day Trading: Reward or Just Risk?
Early Retirement: Strategies and Challenges
FIRE: Tips and Tricks to Save Money
Financial Planning for Business Owners
Benefits and Drawbacks of Credit Cards
Understanding Dividends and How to Reinvest Them
How to Survive a Recession Financially
IPOs: An Introduction and How to Invest
Mergers and Acquisitions: How They Impact the Stock Market
How to Navigate a Career Change Financially
Tax Benefits and Pitfalls of Equity Compensation
The Financial Implications of Marriage and Divorce
Financial Planning for Non-U.S. Citizens
Gig Economy and Freelancing: Financial Considerations
Managing Finances During a Health Crisis
Benefits of Rebalancing Your Portfolio
Insurance Strategies for Financial Risk Management
Planning for Long-Term Care Expenses
Understanding the Costs of Medicare
Maybe not all of them will work for you, but at least you no longer have to stare at a blank piece of paper.
Side note: If you were to write one financial planning article a week and post it to your website and socials, I can all but guarantee you will be higher on your local Google search results, and your brand on LinkedIn will skyrocket.
Happy writing! :)
Clayton Boone is the founder of Ring The Bell Coaching. He lives in Austin, TX, with his wife, Katelyn, their two boys, Remington and Lincoln, and their Labradoodle, Dallas. He can regularly be found building Legos, painting Warhammer 40k, or outside with his boys, enjoying a good Friday Happy Hour with Kate, or riding his bike around Austin.
Ring The Bell Coaching provides Financial Advisor Coaching and Training in four categories.
Business Development
Written and Verbal Client Communication
Sales Process and Automation
Leadership Development
Join other Financial Advisors and get the Weekly RTB every Thursday.