A financial adviser can plan one or two feature stories a year around moments when readers think about money, such as tax time or the holidays. Choose a practical topic, keep it educational, let the adviser speak plainly and allow time for the firm's compliance review before the date.
Want to know whether your story would run? Todd Simon, National PR Director, will tell you on a strategy call.
Book a call with ToddMoney is a seasonal subject. People tidy their finances in January, gather paperwork in spring, budget for travel in summer and watch spending in the holidays. A story timed to those moments gives readers a useful habit, and it shows your adviser as a calm, clear voice.
2027 dates and story angles
| Moment | When in 2027 | Story angle | Approve the story by |
|---|---|---|---|
| New Year | January 1 (Friday) | A fresh-start story about organizing financial paperwork and writing down goals, with a suggestion to talk over plans with an adviser. | December 2, 2026 |
| Valentine's Day | February 14 (Sunday) | A story for couples on talking openly about money, from shared goals to who handles which bills, with a habit they can start together. | January 15, 2027 |
| Tax filing deadline | April 15 (Thursday), unless the IRS announces otherwise | A checklist of what to gather before you file, with a note that April 15 is the usual deadline and a suggestion to ask a tax professional. | 30 days before the confirmed date |
| National Small Business Week | usually early May; the SBA had not announced 2027 dates when this page was made | A practical piece for owners on keeping business and personal finances separate and what to ask an adviser about planning. | 30 days before the confirmed date |
| Summer travel | July (all month) | A story on planning travel spending ahead and keeping records together, written as habits and not as financial advice. | June 1, 2027 |
| Back to school | August (most of the month, varying by district) | A parent guide to talking with children about money and keeping school-year costs organized, with a calm, practical tone. | 30 days before the confirmed date |
| Labor Day | September 6 (first Monday of September) | A story for workers on reviewing workplace benefits and paperwork at the end of summer, with questions to bring to an adviser. | August 7, 2027 |
| Veterans Day | November 11 (Thursday, a federal holiday) | A respectful story for military families on organizing records and asking an adviser about planning, with no claim about what anyone is owed. | October 12, 2027 |
| Black Friday and Small Business Saturday | November 26 and 27 (the Friday and Saturday after Thanksgiving) | A story on making a spending plan before the shopping rush and on supporting local shops without overspending. | October 27, 2027 |
| Holiday season | December (all month) | A story on keeping holiday spending in check, tracking gifts and travel, and starting the new year with tidy records. | November 1, 2027 |
Pick one or two moments
You do not need every date. Choose one or two where your advisers have real, practical experience, and plan them early. Public communications need review inside your firm, so the schedule should leave time for that before the story goes anywhere.
Sample headlines
- What to gather before you file your taxes
- How couples can talk about money without a fight
- A simple plan for holiday spending that starts in November
What to keep out
- Promises of returns. Never imply that following a tip will make money, grow savings or reduce risk. Teach habits and questions, and leave outcomes out.
- Specific investment recommendations. Do not name products, funds or securities, and do not tell readers what to buy or sell. Keep the story educational.
- Skipping internal review. Build in time for the firm's compliance review of public communications. Do not name or interpret any regulation in the story itself.
- Advice that fits only some readers. Frame tips as general habits and point readers to an adviser or tax professional for their own situation.
- Figures you cannot source. Leave out rates, percentages and dollar amounts. A clear habit is more useful than a number.
Turn an angle into a story
Lay it out with the feature story template, see the shape in the feature story examples, and check the draft with the feature story checker. For other industries and months, the story angle finder suggests dated angles.
Want it written for you? NewsUSA has a journalist write the story, you approve every word, and it runs on 2,000+ US news sites within 30 days. Book a strategy call with Todd Simon.
Questions
When should a financial adviser start a seasonal story?
Start well before the date. Choose the moment, agree the topic and send the draft through your firm's compliance review of public communications. Then submit it for approval early, because an approved NewsUSA story runs on 2,000+ US news sites within 30 days, and you want it live when readers are thinking about the subject.
Can a financial adviser give tips in a feature story?
Yes, if the tips are general habits and not recommendations. Explain what to gather, what to ask or how to organize records. Do not promise results, name products or tell readers what to buy. Point them to an adviser or tax professional for their own situation.
How many dates should an adviser cover in a year?
One or two to begin. Pick the moments where your advisers have practical, plain advice, such as tax time or the holidays. Fewer stories mean more time for internal review, and each one is easier to approve ahead of the date.
How this page was made
Dates from NewsUSA's 2027 feature story calendar, which links each observance to its organizer. Angles and advice written by NewsUSA. NewsUSA figures (2,000+ US news sites within 30 days, live-only billing, the 2,637-site September 2026 campaign) come from NewsUSA and its campaign reports, which Todd Simon can show you on the call. How these guides are made.