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. Check it out for yourself today

Welcome to AUMgust 😎 --. All month long we’ll be celebrating Assets Under Management, or AUM – the thread that links financial advisors and clients together for win-win partnerships. You want to make your money work for you, but it doesn’t have hands, legs or a brain. It

How much of your monthly income should go to a mortgage? While it largely depends on factors like debt, income stability, and local housing costs, this can vary based on your financial situation, down payment size and the type of loan you choose. Learn about the 28/36 rule and

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:

🚔 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. 🔗 #SmartAsset

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 🛠️ . As an advisor with SmartAsset AMP you get:.🔎 Validated referrals and live connections to prospects.📧

🔍 How does inflation affect your purchasing power? . SmartAsset's Inflation Calculator helps you understand the value of a dollar over time in the United States. Whether you're planning for retirement or managing your investments, get accurate insights to make informed financial

RT @finplan: The @smartasset "Financial Advisor Value Calculator" tool comes in response to consumers' frequent queries asking for dollar-f….

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

While local households often serve as an RIA’s main prospect base, some firms opt to open 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:

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:

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 👉 #SmartAsset #SmartAssetRankings

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: #SmartAsset

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:

"It's SmartAsset putting us in front of people that need help, and us being able to fill that need.". In a recent interview, Oak Wealth Partners' Matt Scarborough explains how he average a reported $25M in AUM annually from SmartAsset, but the key is using the tools and putting

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:

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: #SmartAsset #SmartAssetRankings

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.

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 help bridge the gap. But what is a Miller Trust exactly and how does it work? Learn more in our new blog: #SmartAsset

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 🛠️ . As an advisor with SmartAsset AMP you get:.🔎 Validated referrals and live connections to prospects.📧