Financial advisor blog topics and the rules that apply

These are the searches that turn into first meetings. Walk through the decisions in order and skip product pitches.

1. Just inherited money: what to do in the first 90 daysPark it, find out the tax treatment, then decide. Cover inherited IRAs separately.
2. Selling your business: money questions to settle firstTaxes on the sale, what you'll live on, and who else is at the table.
3. What to do with stock options from a new jobVesting, the kinds of options and the tax on each. No predictions about the stock.
4. Money decisions in a divorceRetirement account splits, the house, and the order things happen in. Work with family law attorneys on this one.
5. Planning for a parent's long-term careCosts where you practice, Medicare and Medicaid basics, and the conversation itself.
6. Retiring in the next five years: a checklistIncome plan, Social Security timing, health coverage before Medicare.

Clients search these every fall. Date them, link the IRS source, and update them each year.

1. Required minimum distributions: when yours startSECURE 2.0 changed the starting age. Give the age by birth year and link the IRS page.
2. Is a Roth conversion worth it this year?Tax bracket now versus later, and how to pay the tax. Walk through the reasoning and say who it tends to fit.
3. Year-end money checklistContributions, RMDs, charitable gifts, flexible spending deadlines.
4. Giving to charity from an IRAHow qualified charitable distributions work and who they fit.
5. What the latest tax law changes mean for retireesName the law and link the IRS guidance. Keep it to what changed.

Prospects read these right before they book a call. Be specific about how you work.

1. Fee-only, fee-based or commission: what's the difference?Define each one and say which you are.
2. What does fiduciary mean?Plain definition and how it applies to your firm.
3. What to bring to a first meeting with usA real checklist. It lowers the bar to booking.
4. How we charge, with an exampleYour actual fee schedule and what it means on a sample account.
5. What a financial plan includesThe sections of the plan you deliver, with a redacted sample page.

Clients will ask after a big drop or a rate change. Explain what happened and what you're doing. Never predict what comes next.

1. The market dropped. Here's how we think about itYour process, in your words. Leave out forecasts and performance claims.
2. What a Fed rate change means for savers and borrowersCDs, mortgages, credit cards. Date the post.
3. Cash, CDs or Treasuries for money you'll need soonThe tradeoffs and the risks, explained evenly.

Which rules apply depends on how you're registered. Your compliance team or chief compliance officer has the final say. Use this list to prepare for their review.

This is a summary for planning posts, checked October 16, 2026. It isn't legal advice, and rules change, so confirm the current version at each source.

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