Advisor Blog
Explore financial planning insights, tools, and stories to elevate your practice and engage clients more effectively.
 "Q3 2026 update: Personalized planning with Iris™. Graph compares retirement healthcare costs for Winnie and Nate by age group.")
FeaturedQ3 2026 Updates: Personalized Planning with Iris™ and More
RightCapital's latest updates include new Iris™ AI features, an enhanced Health Care module, more flexible debt and life insurance planning, and student loan changes.
- Inside RightCapital
 "Blue background with white text reading, \"AI Tools for Financial Advisors: A Practical Guide for 2026,\" and a small arrow in the corner.")
FeaturedAI Tools for Financial Advisors: A Practical Guide for 2026
Discover the top AI tools for financial advisors in 2026. Learn key use cases, how to evaluate options, and how RightCapital's built-in AI saves time.
- Industry Intel
- Inside RightCapital
 "Chart from March 2025 Kitces Report showing RightCapital with higher ratings in the majority of categories than eMoney")
FeaturedRightCapital vs eMoney: 7 Differences for Financial Advisors
eMoney and RightCapital are both leading financial planning software providers. Let’s dig into what makes them different.
- Industry Intel
 "Chart from March 2025 Kitces Report showing RightCapital with higher ratings in all categories than MoneyGuide")
FeaturedRightCapital vs MoneyGuide: 7 Differences for Financial Advisors
Two leaders in the industry are RightCapital and MoneyGuide. Let’s take a look at the differences between them.
- Industry Intel
 "Michael Rose headshot and title \"What Clients Really Want from Financial Planning in 2026: 7 Takeaways from Cerulli Research\"")
October 20, 2026
What Clients Really Want from Financial Planning in 2026: 7 Takeaways from Cerulli Research
Cerulli Associates research shows wealth shifting upmarket and clients expecting more from financial planning. 7 takeaways for advisors from RightInsights.
- Industry Intel
 "Headshot of Jeffrey Levine next to text reading \"Jeffrey Levine's 7 Tax Planning Insights for Financial Advisors\" on a blue background.")
October 14, 2026
The Lowest Lifetime Tax Bill for Clients Is the Goal & 6 Other Tax Planning Insights from Jeffrey Levine
Jeffrey Levine of Kitces.com on tax planning for financial advisors: why AGI matters, lifetime tax bills, tax advice limits, and asset location.
- Industry Intel
- Planning
 "Title \"Helping Clients Avoid Costly Medicare Mistakes: A 2026 Guide for Financial Advisors\" with a chart on retirement healthcare costs from RightCapital.")
October 12, 2026
Helping Clients Avoid Costly Medicare Mistakes: A 2026 Guide for Financial Advisors
Help clients avoid Medicare penalties and IRMAA surprises with 2026 costs, enrollment deadlines, and RightCapital's Health Care module.
- Planning
- Industry Intel
 "Text on blue background describes how Warren Duthie grew AUM six-fold in three years with RightCapital. Warren Duthie in a black shirt smiles outdoors.")
October 9, 2026
How Warren Duthie Grew AUM From $27M to $170M and Stopped Being Embarrassed by His Software
Warren Duthie credits RightCapital for his faster meetings, clearer client conversations, and as a big part of his firm's growth.
- Advisor Stories
 "Text on a blue background reads, \"Financial Planning for Childfree Clients: A 60 Million Person Opportunity.\"")
September 24, 2026
Financial Planning for Childfree Clients: A 60 Million Person Opportunity
About 60 million U.S. adults are childfree, and most have never worked with a financial advisor. Dr. Jay Zigmont, CFP, explains what these clients need.
- Advisor Stories
 "Tax Strategies tool in RightCapital, showing tax strategies, asset location, withdrawal, and Roth conversion strategies on a blue background.")
September 22, 2026
Tax Planning in RightCapital: Tax Strategies and Tax Analyzer
Why tax planning has become one of the most visible deliverables for advisors and an overview of RightCapital's award-winning tools, Tax Strategies and Tax Analyzer.
- Planning
 "Guide for financial advisors on estate planning software, featuring a RightCapital flowchart detailing estate distribution, taxes, and charitable gifts.")
September 17, 2026
9 Estate Planning Software Tools Financial Advisors Use for Comprehensive Client Plans in 2026
Estate planning tools help advisors model, document, and visualize how client wealth transfers at death. They fall into three categories: comprehensive planning platforms, document creation platforms, and visualization tools. Most advisors use one from at least two categories.
- Practice Management
- Industry Intel
 "Portrait of Sal Lavely next to text: \"When Clients Become Planning Partners: How One Advisor Simplifies Tax and Insurance Decisions.\"")
September 15, 2026
When Clients Become Planning Partners: How One Advisor Simplifies Tax and Insurance Decisions
Advisor Sal Lavely has clients enter their own data into RightCapital so tax and insurance recommendations arrive as conclusions clients can trace themselves.
- Advisor Stories
 "Debt repayment strategy guide with a RightCapital financial planning graph showing savings of $10,174 and debt-free 36 months sooner.")
August 27, 2026
How to Build a Debt Repayment Strategy for Financial Planning Clients
Only 14% of clients raise debt worries with their advisor. How to build a repayment strategy they'll finish, and tie it to the retirement plan.
- Planning
 "Scott Frey headshot and title \"How Switching from MoneyGuide Gave This Advisor More Time for Clients\"")
August 11, 2026
How Switching from MoneyGuide Gave This Advisor More Time for Clients
Advisor Scott Frey switched to RightCapital from MoneyGuide and found more time to effect change, an easy transition, increased engagement, and much more.
- Advisor Stories
 "Title of \"Retirement Spending Strategies: Smile, Staged, Guardrails, & More\"")
August 7, 2026
Dynamic Retirement Spending Strategies: A Financial Advisor's Guide
Clients don't spend in a straight line. Learn how dynamic retirement spending strategies model real behavior and market swings in a financial plan.
- Planning
 "Derek Mazzarella headshot and title \"How This Advisor Earns New Business With Tax-Efficient Distributions\"")
July 28, 2026
How This Advisor Earns New Business with Tax-Efficient Distributions
Derek Mazzarella was searching for a software that was easy for clients to understand and offered enough tools for advisors.
- Advisor Stories
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