iiinova — where your digital self keeps evolving

SmartAsset @smartasset.bsky.social · 04/08/2025

Wondering how different allocations of your assets can affect the expected range of return? Use SmartAsset's asset allocation calculator to understand your risk profile and what types of investments are right for your portfolio: shorturl.at/OSqyJ #SmartAsset #PersonalFinance

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SmartAsset @smartasset.bsky.social · 01/08/2025

How much of your monthly income should go to a mortgage? Learn about the 28/36 rule and other strategies for setting a mortgage budget: shorturl.at/Haecc #SmartAsset #FinancialPlanning #AskBuck

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SmartAsset @smartasset.bsky.social · 31/07/2025

Email can be an invaluable addition to any marketing plan, and how you close your messages matters just as much as how you open them 📧 Here are our tips for building a memorable email signature that’s sure to leave a lasting impression in the minds of your prospects: shorturl.at/Wl7eA

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SmartAsset @smartasset.bsky.social · 30/07/2025

🚔 Where are America's safest suburbs? SmartAsset ranked 360 suburbs near major cities based on violent crime, property crime, drug overdoses, traffic deaths and more. See which communities offer peace of mind for families. 🔗https://shorturl.at/mezk8 #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 29/07/2025

Are you a financial advisor looking for a new way to help make marketing easier and grow your AUM? SmartAsset Advisor Marketing Platform (AMP) is the tool for you 🛠️ Spend less time prospecting and more time closing. Book a demo today: shorturl.at/s58cQ

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SmartAsset @smartasset.bsky.social · 28/07/2025

🔍 How does inflation affect your purchasing power? SmartAsset's Inflation Calculator helps you understand the value of a dollar over time. Try it today! 👉https://shorturl.at/fUSAt #SmartAsset #PersonalFinance

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SmartAsset @smartasset.bsky.social · 25/07/2025

From reducing taxable income to managing capital gains and leaving a legacy, donating to charity can support your financial goals alongside the causes you care about. Read why financial advisors recommend donations in our new blog: shorturl.at/vc9pT #SmartAsset #FinancialPlanning #AskBuck

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SmartAsset @smartasset.bsky.social · 24/07/2025

Some RIA firms are opening their total addressable market by providing investment and advisory services overseas 🌍 Check out our new study which ranks the top states where RIAs are providing services overseas: shorturl.at/tGjks #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 23/07/2025

Mastering the art of selling is an important part of converting more prospects to clients and growing your business 💼 Here are some of the most helpful skills to include as you build your financial advisor sales toolbox: shorturl.at/tEl2h

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SmartAsset @smartasset.bsky.social · 22/07/2025

Nearly 1.5 million households across the United States now rank among the top 1% of earners. But what income does it takes to be a part of the top 1% in each state? Find out in our new study here 👉 shorturl.at/Is0oU #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 21/07/2025

Ever wondered what the total lifetime cost of your student loans is? 📚 With our Student Loan Payment Calculator, you can better understand your monthly payments, student loan amortization over time and more. Try it out today: shorturl.at/CtY8z #SmartAsset #PersonalFinance

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SmartAsset @smartasset.bsky.social · 18/07/2025

We often hear the term "trust fund baby" but what does that actually mean? While the term is sometimes used to suggest luxury or entitlement, the reality varies widely depending on the specific circumstances. Find out what a trust fund really does in our new blog: shorturl.at/xaNW1

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SmartAsset @smartasset.bsky.social · 16/07/2025

Sourcing leads through multiple channels offers more opportunities for you to connect with your ideal clients, but it’s important to consider the return you’re getting for your investment. Here are some tips for evaluating ROI for lead generation: shorturl.at/MryGK

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SmartAsset @smartasset.bsky.social · 15/07/2025

Where are America's most expensive housing markets? 🏠 SmartAsset’s latest study ranks the 100 most expensive U.S. housing markets - and the results might surprise you. Check out the full rankings at: shorturl.at/L4CJE #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 14/07/2025

Want to see how much your investments can grow? 🌱 Use our Investment Return & Growth Calculator to map out your investment journey. Visualize your financial growth by entering your starting amount, additional contributions, expected rate of return and investment duration. shorturl.at/S3MYO

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SmartAsset @smartasset.bsky.social · 11/07/2025

For individuals who require long-term care but earn too much income to qualify for Medicaid, a type of trust called a Miller Trust can bridge the gap. But what is a Miller Trust exactly and how does it work? Learn more in our new blog: shorturl.at/jicoM #SmartAsset #FinancialPlanning #AskBuck

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SmartAsset @smartasset.bsky.social · 10/07/2025

🏡 Where are Millennials buying homes? SmartAsset’s new study reveals which cities are seeing the biggest influx of Millennial homeowners. 📊 See the top metros here: shorturl.at/4AXJy #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 09/07/2025

🏡 Big quality of life, small-city charm. SmartAsset’s new study ranks the most livable small cities in America - places where affordability, healthcare access, low unemployment, and more come together to support thriving communities. See the full ranking at: shorturl.at/RQacP

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SmartAsset @smartasset.bsky.social · 08/07/2025

Building a thriving practice takes planning, dedication, and, sometimes, just a little luck. When it comes to how to grow your financial advisor business, there are some strategies that can help you reach your goals sooner rather than later. Check out our recommendations at: shorturl.at/2zZBP

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SmartAsset @smartasset.bsky.social · 07/07/2025

If you're considering moving, you may be wondering what salary you'd need to maintain your standard of living. With our Cost of Living Calculator, enter your details to easily compare the differences in the cost of living based on factors. Try it today: shorturl.at/0J4EE

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SmartAsset @smartasset.bsky.social · 03/07/2025

💼 Financial advisors rely on sales strategies to close the deal, but success is not measured in conversions alone. Developing some go-to sales strategies can keep you on the right trajectory to scale. If you need some ideas on how to sell to clients, here are some to consider: shorturl.at/j3RpX

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SmartAsset @smartasset.bsky.social · 02/07/2025

Where’s the biggest opportunity for advisors right now? SmartAsset analyzed which states offer the most potential AUM per advisor, revealing some surprising winners and highly competitive markets. 👉 Swipe through for key findings from the study, and read the full report here: shorturl.at/dmtuZ

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SmartAsset @smartasset.bsky.social · 01/07/2025

📍 Where are the best job markets in the U.S.? SmartAsset’s latest study ranked 348 U.S. cities to determine the best job markets based on key financial and work-life factors. See the full ranking at: shorturl.at/uNzHs #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 30/06/2025

One of the most common questions people have as they plan for retirement is how much they will receive in social security payments. 🧮🔢 Use our Social Security Calculator to can see whether you’re saving enough for retirement in other ways. Check it out: shorturl.at/iRLEP

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SmartAsset @smartasset.bsky.social · 27/06/2025

Retirement is a major life decision and the timing can affect more than just your finances. So, what is the ideal retirement age? In our new blog post, we explore how retirement age impacts longevity and other factors that can influence your retirement decisions: shorturl.at/SRZnA

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SmartAsset @smartasset.bsky.social · 24/06/2025

👨‍👩‍👧‍👦 Where are the best places in America for new families? We looked at childcare costs, park access, healthcare, housing and more across 830 U.S. counties. 🏡 See where your county ranks: shorturl.at/dCftM #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 23/06/2025

For anyone building a retirement strategy that prominently features a 401(k), it’s important to have a deeper understanding of the plan 💡 With our 401(k) calculator, you can better plan for your retirement by identifying how much you should be contributing to your plan each year. shorturl.at/5QG08

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SmartAsset @smartasset.bsky.social · 20/06/2025

Q: How is rental income taxed when I have a mortgage? 🏠🤔 Rental income is taxable, but having a mortgage on the property can lower what you owe. Our new blog post breaks down how the IRS taxes rental income, how you can calculate taxable rental income and more. Read more at: shorturl.at/PYT7T

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SmartAsset @smartasset.bsky.social · 18/06/2025

Building a financial advisor referral program is one way to maintain a full prospect pipeline so your business continues to grow year over year. Check out our 6 tips for building an effective referral program as a financial advisor 👉https://shorturl.at/2YRvP

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SmartAsset @smartasset.bsky.social · 17/06/2025

💼🌴 Nearly 1 million Americans aged 60+ moved across state lines in 2023, but where are they going? With budget, taxes and quality of life top of mind, these migration patterns say a lot about where older Americans see the most value and comfort. See where they’re headed: shorturl.at/1FDuj

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SmartAsset @smartasset.bsky.social · 16/06/2025

🏘️ Trying to determine what home price you can afford? Our home affordability calculator can help you better understand how much you can afford for a down payment, monthly mortgage payments and more. Figure out a housing budget that makes sense for you today: shorturl.at/EZtiT

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SmartAsset @smartasset.bsky.social · 13/06/2025

Balancing safety and growth is important when planning your financial future. In our new blog post, we explore the eight safest investments with highest returns to choose from based on your goals and comfort with risk. Read more at: shorturl.at/y0LM3 #SmartAsset #FinancialPlanning #AskBuck

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SmartAsset @smartasset.bsky.social · 11/06/2025

#ICYMI Last week, we launched the Financial Advisor Value (FAV) Calculator, the industry's first tool to quantify the true value of financial advice! 🧮 Try it out for yourself today: shorturl.at/pRXm7

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SmartAsset @smartasset.bsky.social · 10/06/2025

Raising a child can cost nearly $40,000 per year in some U.S. cities. SmartAsset’s latest study ranks 48 major metros by the estimated annual cost of raising a young child in a two-working-parent household. See how your metro compares 🔗https://shorturl.at/OpZrT #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 09/06/2025

Wondering how fast your money will grow in an interest-earning account? 🤔💰 Use our Savings Calculator to compare different scenarios, set specific goals and make informed decisions about your savings. Start planning your financial journey now: shorturl.at/eWInl #SmartAsset #PersonalFinance

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SmartAsset @smartasset.bsky.social · 06/06/2025

Q: Can I contribute to a Roth IRA without having earned income? 🤔 A: If you don’t have earned income, you typically can’t contribute directly, though exceptions like spousal IRAs or indirect strategies may offer alternatives. Learn more: shorturl.at/Ej0Ex #SmartAsset #FinancialPlanning #AskBuck

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SmartAsset @smartasset.bsky.social · 05/06/2025

📣 Big news: SmartAsset just launched the first calculator designed to quantify a financial advisor’s value. The new Financial Advisor Value Calculator is the first tool that shows clients the personalized financial impact of working with an advisor. Try it out: shorturl.at/pRXm7 #SmartAsset

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SmartAsset @smartasset.bsky.social · 04/06/2025

A comfortable life is costing more than ever. 📈 According to our latest study, individuals need nearly $6,000 more than last year. Families? Over $9,000 more. Find out the exact salary it takes to live comfortably in your state: shorturl.at/sce8G #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 03/06/2025

🎉 We're honored to be recognized at the 11th Annual Wealth Management Industry Awards! 🏆 This award reflects the hard work and passion our team pours into delivering outstanding service and solutions for our clients. A big thank you to everyone who made this possible! 💪 #Wealthies

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SmartAsset @smartasset.bsky.social · 03/06/2025

🎯 Want to grow your AUM faster? Start by targeting the right clients. Building a book of business isn't just about volume - it's about focus. One powerful strategy? Niching down by client asset levels. 👉 Swipe through for strategies to reach the clients who match your expertise: shorturl.at/tbEnZ

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SmartAsset @smartasset.bsky.social · 02/06/2025

🔍📊 Plan your retirement with SmartAsset! Take charge of your financial future with our retirement calculator and understand how much you should save each month to live comfortably during your golden years. Stop guessing and start strategizing today: shorturl.at/OdyDv #SmartAsset #PersonalFinance

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SmartAsset @smartasset.bsky.social · 30/05/2025

Filing an extension can give you extra time to complete your tax return, typically pushing the deadline from April to October. But what happens if you file an extension but owe money? Find out more in our new blog: shorturl.at/UMpbc #SmartAsset #FinancialPlanning #AskBuck

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SmartAsset @smartasset.bsky.social · 28/05/2025

Thinking of buying your first home? 🏠 We crunched the numbers on 180 U.S. metro areas to find the best places for first-time homebuyers in 2025. See the full results: shorturl.at/HiYtJ #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 27/05/2025

Looking to boost your financial advisory career? 🚀 Discover 7 top places to find the coaching you need to succeed. Swipe through our carousel and start your journey today! 👉https://shorturl.at/ytO0b

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SmartAsset @smartasset.bsky.social · 23/05/2025

An inheritance can offer helpful financial support, but it may also come with tax considerations. Read our new blog post to understand how much you can inherit without paying taxes and applicable federal and state tax laws: shorturl.at/in8KL #SmartAsset #FinancialPlanning #AskBuck

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SmartAsset @smartasset.bsky.social · 22/05/2025

The average U.S. retiree lives on ~$54K/year. But in some cities, it reaches $85K+ 💰 SmartAsset’s new study ranked 344 cities by total retirement income and relying the most on benefits. 👇 See which cities top the list: shorturl.at/NlkRj #SmartAsset #SmartAssetRankings

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SmartAsset @smartasset.bsky.social · 20/05/2025

🔍 Is your RIA audit-ready? Regulatory exams happen every 3–5 years - but mock audits can help you prepare like a pro. Swipe through our guide to conducting a mock compliance audit so your team is confident, compliant, and ready. Full details: shorturl.at/Epz7H

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SmartAsset @smartasset.bsky.social · 19/05/2025

Taxes can be made easy to understand! 💡 Simplify your tax journey with our tax calculator. Determine your federal, state, and local income tax rates, deductions, credits, and potential refunds at: shorturl.at/I9THG #SmartAsset #PersonalFinance

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SmartAsset @smartasset.bsky.social · 16/05/2025

Wealth management firms are all different, with their own specializations and services. This makes the process for choosing a wealth manager a very personal one. 💼 Check out our guide to make it easier to find a firm: shorturl.at/x4QGy #SmartAsset #FinancialPlanning #AskBuck

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SmartAsset @smartasset.bsky.social · 15/05/2025

📊 New data reveals where most Americans own their homes. SmartAsset ranked 75 U.S. metro areas by homeownership rate to uncover where people are putting down roots…and where they're more likely to be renting. 📍 Find out where your city stands: shorturl.at/t6MKM #SmartAsset #SmartAssetRankings

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