RightCapital Financial Advisor Blog

Are you thinking about switching to RightCapital from eMoney or MoneyGuide? Two advisors share the good, bad, and why behind switching to RightCapital.

Assessing your clients' insurance needs can protect their financial well-being and ensure long-term stability for loved ones.

We spoke with Green Era Financial about the decision and process of moving their clients from eMoney to RightCapital and what they would recommend for other advisors.

So far this year, RightCapital updates have arrived as quickly as ChatGPT think pieces on LinkedIn. Catch up on what we’ve been doing over the last three months:

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 November 2022, fpPathfinder and RightCapital held a panel with advisors Mike Zung and Travis Gatzemeier who explained how they used visuals within their financial planning practices.

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.

Conceptualization is the first step in making dreams come true. If you can’t visualize it, the chances of attaining it are slim. You may have tried to communicate this to clients. In this exercise, we’d like for you as an advisor to imagine what your retirement looks like.

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

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.”

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.

Maggie Johndrow—managing partner and financial advisor at Johndrow Wealth Management—uses RightCapital to help clients make the right choices for them.

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.

When founding his own RIA after working for a large firm, Andrew Mastro had the opportunity to find “the very best financial planning software” on behalf of clients.

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.

We sat down with a long-time friend of RightCapital, Matt Fortney in Shelton, Connecticut to discuss how he has been using our financial planning software for the last four years.

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.

Provide prospects who are approaching retirement or already retired with a new view on how different retirement distribution strategies could save them thousands or more in taxes!

Are you on the lookout for a new financial planning software? Or perhaps looking to use one for the first time? Software can be a commitment and we want you to feel confident in your decision.

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.

46 million Americans know they need a plan to pay off their debt, but many aren’t sure how to get started and are left feeling overwhelmed and confused. Here are three steps for helping them tackle student loan debt repayment.

Learn how to migrate all of your client data, get your clients acclimated to something new, and make sure you’re in your comfort zone.

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.

At this time, RightCapital has three subscription options, from most standard to most advanced: Basic; Premium; and Platinum. But what's the difference between them all?

The goal of financial planning software is to maximize the success of your clients and to help them understand the purpose of the plan you set forth.

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.

Having a social media presence for your advisory practice is a necessity these days. Here are some easy tips on how you can master social media, once and for all.

RightCapital's highest-rated in the industry customer support team can be reached in many ways. Let us know how we can help you!

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.

On June 30th expanded Regulation Best Interest (Reg BI) rules take full effect. The regulation is designed to provide an additional layer of care and concern for ‘retail customers’ of financial professionals. More simply put, the best interests of your client must come first at all times.

Having a social media presence for your advisory practice is a necessity these days.

Learn how Kyle Moore, CFP® founder of Quarry Hill Advisors incorporates retirement transition tax planning into his practice.

Learn how Meg Bartelt, CFP®, MSFP uses financial planning to change lives with RightCapital financial planning software and the services she provides.

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 how Katie Brewer CFP® started Your Richest Life and how she uses technology to provide personalized financial planning services virtually to Gen X/Y clients.

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.