RightCapital Financial Advisor Blog

We spoke with two advisors with ultra-specific and unique niches to learn how they established their practices and what advice they have for others.

While the majority of clients will find value in financial planning topics such as retirement, budgeting, and Social Security optimization, your wealthiest clients are likely to encounter more complicated estate and tax situations than the average Joe.

In our latest mobile app release, RightCapital has redesigned the Dashboard, Budget, and Tasks modules, plus—by popular demand—added the secure Vault document storage.

The latest Kitces Report, “How Financial Planners Actually Do Financial Planning (2023)”, released in January of 2023, analyzes the current state of the financial planning software market.

Just days after the SECURE 2.0 Act was passed and signed into law, RightCapital incorporated the relevant changes into our financial planning software.

When members of your tech stack play well with others, life as an advisor becomes easier. Make sure the financial planning software you choose integrates with at least a couple of your favorite software programs.

RightCapital has adaptive technology to help advisors show clients what will happen to their retirement income when laws change

Roth conversions can minimize tax liabilities in retirement if they are done at the right time. RightCapital can help advisors demonstrate this to clients.

In 2010, the Social Security Administration (SSA) released a report titled “The Future Financial Status of the Social Security Program.” The report states that “benefits are now expected to be payable in full on a timely basis until 2037, when the trust fund reserves are projected to become exhausted.”

Discover improvements and enhancements to our financial planning software from Q3 2022, including our popular Blueprint visual feature, notification center, new Snapshot widgets, and more!

Medicare open enrollment begins on October 15th and runs through December 7th. Find out how RightCapital can help you and your clients make the necessary decisions.

You’re likely familiar with their voices from webinars, but we’d love for you to get to know our Training Team a little better.

Kyle Moore, CFP®, the founder of Quarry Hill Advisors, started his practice to make a difference for his clients. Little did he know that his choice of RightCapital financial planning software would make a $30M difference for his practice in just one year!

Investopedia’s list of 100 Top Financial Advisors of 2022 was released last month and we were so excited to see that 23 of the advisors on the list are using RightCapital to make financial planning a breeze.

Watch Ted Denbow, VP, Head of Sales demonstrate a case study about pre-retirees asking five questions about their financial futures that advisors hear most from clients.

We wanted to fill you in on our favorite updates from the last three months, such as additional flexibility for Roth conversions, firm-wide assumptions, increased trust-planning capabilities, and more!

Mazzarella was searching for a software that was easy to understand from the client perspective but which also offered enough tools from an advisor’s perspective—something he hadn’t yet found on the market.

If you’ve been wondering who is the voice behind our website, who organizes our presence at financial planning conferences, or why our Twitter feed has been full of Schitt’s Creek gifs, meet the RightCapital Marketing Team.

Time is of the essence and it seems each day even more distractions pop up. Below are some suggestions as to how you can save time and increase productivity.

Here are some words straight out of the mouths (or, rather, the keyboards!) of financial advisors as to why THEY think we are the best.

Not many companies are able to introduce innovations on a weekly basis and we are proud to feature some of the folks who help make that magic happen.

Meet the people behind the curtain who make up the Operations Team here at RightCapital.

If you haven’t gotten through all of our weekly emails or if you’re not yet a subscriber, here’s a rundown of some of the enhancements we were most proud to share from January through March!

The RightCapital software is fully customizable so you can truly make it your own! Use our platform to provide your clients with a personalized experience that will always bring them back to you.

Each demo is a personalized one-on-one virtual meeting with a member of our Sales Team, at a time that works for you.

Whether you are looking to adjust your own productivity or health habits or hoping to influence your clients to form better financial habits, we wanted to share what we learned and loved from "Atomic Habits" by James Clear.

If you’re not already tapped into the Millennial market, we’ve got some tips on features you’ll want to make sure your financial planning software has to best manage this generation’s needs.

We wouldn’t want you to feel rushed during your 14-day free trial of RightCapital, so we pulled together a quick guide of how we’d recommend getting to know our financial planning software during that time period.

At RightCapital, we are always looking for new ways to help our advisors grow their businesses. This is why we developed the Growth Program, an easy-to-use lead generation program that can be used by anyone.

Our client portal is interactive, but advisors have the flexibility to decide which features their clients can view and edit. You’re still the advisor, but your client will gain confidence and trust by being a part of the journey. If you’re wondering what it is your clients see in the RightCapital client portal and what they can do there, read on.

A roundup of our Top 10 Product Features & Enhancements of 2021 including Dynamic Retirement Spending Strategies, RightIntel Business Intelligence Dashboard, and more!

Learn about the limitations of static, inflation-adjusted retirement spending strategies and explore more flexible options such as staged spending, retirement spending smile, and dynamic retirement spending strategies that automatically respond to unpredictable markets.

The real estate market in many parts of the country has become a hot topic, especially as demand surges, but inventory remains low. With this in mind, it can be expected that financial professionals will be having client conversations around investing or selling real estate. Whether working with a first-time homebuyer or preparing an estate plan for an experienced real estate investor, it’s important to consider all factors before advising clients on how to approach real estate investments. Here are four key considerations to keep in mind.

Learn how you can expand and improve your client's experience from RightCapital's Director of Customer Success.

Learn how the Founder and President of Integra Financial uses RightCapital financial planning software in his advisory practice.

One thing we heard from surveying our customers and from our everyday conversations is that we at RightCapital are collectively focused on your clients. We provide you with the tools you need to have happy and successful clients – clients that understand how to achieve financial success.

Your clients have worked hard to save for their retirement, help them make the most of their money by explaining the three typical retirement drawdown strategies.

It’s never too early to talk to your clients about retirement and long term financial goals. Here are 4 social security questions to review with your clients!

Learn to explain how the Tax Cut and Jobs Act affect your clients and provide appropriate solutions.

There is no denying that our U.S. tax system has become mind-numbingly complex, but it is equally true that tax expenses can represent a significant portion of many clients’ overall expenses in

RightCapital compares how banks and life insurance companies identify and manage risk for clients and how financial planners can use those methods.