---
title: "Blog | Financial Advisors"
description: "Expert financial planning insights, retirement strategies, tax tips, and wealth management advice from the Financial Advisors team."
url: https://financialadvisors.com/blog/
---

Knowledge Hub

# Financial Advisor Blog

Expert insights on retirement, tax planning, investment, and wealth management.

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Showing 1–12 of 173 articles

November 5, 2026

## Newsletter: October – AI Gets Money Questions Wrong

AI gets money questions wrong 57% of the time. See how to give it the right facts about your firm, plus three lead ideas and a plan to meet clients' heirs.

[Read more →](https://financialadvisors.com/blog/ai-gets-money-questions-wrong-57percent/)

[FA](https://financialadvisors.com/blog/why-financial-advisors-still-rely-on-spreadsheets-in-2026/)

October 30, 2026

## Why Financial Advisors Still Rely on Spreadsheets in 2026

Despite the rapid growth of WealthTech, many financial advisors still rely on spreadsheets to consolidate client portfolios across brokers, custodians, currencies, and jurisdiction…

[Read more →](https://financialadvisors.com/blog/why-financial-advisors-still-rely-on-spreadsheets-in-2026/)

October 1, 2026

## Newsletter: September – How AI Picks the Advisors It Names

How ChatGPT and other AI tools build an advisor shortlist in six steps, plus the Fed's September rate hike, three lead ideas, and compliant review collection.

[Read more →](https://financialadvisors.com/blog/newsletter-september-how-ai-picks-advisors/)

September 21, 2026

## Financial Planning for Recurring Care and Medical Costs

How to budget for recurring care and medical costs: separate predictable bills from surprises, build a buffer, and know when to bring in a financial advisor.

[Read more →](https://financialadvisors.com/blog/financial-planning-recurring-care-medical-costs/)

August 19, 2026

## How Small Business Owners Can Master Finances With Simple Steps

For local small business owners with a non-financial background, the hardest part of running a company can be the money management that comes after the sale. The financial manageme…

[Read more →](https://financialadvisors.com/blog/how-small-business-owners-can-master-finances-with-simple-steps/)

August 12, 2026

## Newsletter: August – What AI Reads Before It Recommends You

What AI Reads Before It Recommends You · August 2026 Market Snapshot · 3 Lead Generation Ideas · Marketing Tactic · AI Visibility Tool

[Read more →](https://financialadvisors.com/blog/newsletter-august-what-ai-reads-before-recommending/)

July 29, 2026

## How Building Multiple Income Streams Can Boost Your Financial Freedom

For salaried professionals, hourly workers, and busy parents balancing bills with long-term goals, relying on one paycheck can turn everyday life into a tightrope. Single income de…

[Read more →](https://financialadvisors.com/blog/how-building-multiple-income-streams-can-boost-your-financial-freedom/)

July 28, 2026

## The Retirement Flexibility Plan: Why Financial Flexibility Is the New Retirement Security

Retirement security is no longer measured by portfolio size alone. See why financial flexibility across income, taxes, investments, and home equity is the new foundation of retirem…

[Read more →](https://financialadvisors.com/blog/retirement-flexibility-plan-financial-flexibility-new-retirement-security/)

July 22, 2026

## Newsletter: July – The Biggest Change Since the Internet

Big Changes On The Horizon · July 2026 Market Snapshot · 3 Lead Generation Ideas · Marketing Tactic · AI Visibility Tool

[Read more →](https://financialadvisors.com/blog/newsletter-july-biggest-change-since-the-internet/)

June 9, 2026

## Newsletter: June – AUM Fee Compression and the AI Effect

AUM fees are compressing and AI is accelerating it. What’s driving advisor fees down, how top advisors defend their pricing, and the June 2026 market snapshot.

[Read more →](https://financialadvisors.com/blog/newsletter-june-aum-fee-compression/)

June 8, 2026

## How Experienced Entrepreneurs Can Bounce Back and Grow Their Business After Setbacks

Experienced entrepreneurs, especially financial advisors and advisory firm owners responsible for bringing in new clients, know that financial setbacks don’t just shrink revenue; t…

[Read more →](https://financialadvisors.com/blog/how-experienced-entrepreneurs-can-bounce-back-and-grow-their-business-after-setbacks/)

May 5, 2026

## Newsletter: May – What “AI-Ready” Actually Means for Advisors

What does “AI-ready” really mean for a financial advisor? The infrastructure, directory, and trust signals that get you cited by AI—plus the May market snapshot.

[Read more →](https://financialadvisors.com/blog/what-ai-ready-actually-means/)

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