Financialplanning Business Ideas

IdeaPicker generated 183 business ideas about Financialplanning by scanning Reddit for pain points of real people.

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183 ideas found.

A financial planning platform tailored for single parents looking to upgrade their housing situation. The platform will provide personalized financial advice, budgeting tools, savings goals, and steps to achieve their goal of purchasing a more expensive home.
FinancialplanningFinancial PlanningBudgeting ToolsPersonal FinanceMortgage Calculators
Potential Monthly Revenue:$25000
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A platform that provides personalized financial planning advice and strategies for individuals looking to optimize their retirement savings and investments, including guidance on how to efficiently transition funds between different retirement accounts.
FinancialplanningFinanceRetirement PlanningPersonal Finance SoftwareInvestment Management Tools
Potential Monthly Revenue:$30000
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A platform that aggregates and analyzes data on saving habits by profession, providing insights into the percentage of earners in each profession who save a certain percentage of their income voluntarily.
FinancialplanningFinanceData AnalyticsData AggregationResearch Tools
Potential Monthly Revenue:$22000
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A platform that offers personalized short-term investment plans for people looking to grow their money in 3-5 years, considering their financial goals and risk tolerance.
FinancialplanningFinanceInvestmentPersonal FinanceFinancial PlanningInvestment ToolsRisk Assessment Tools
Potential Monthly Revenue:$55000
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An online platform that provides personalized financial guidance and tools for individuals who inherit IRAs, helping them understand their options, optimize tax strategies, and make informed decisions on how to manage the inherited funds.
FinancialplanningFinancial PlanningTaxationPersonal FinanceIra RulesOnline Financial AdvisorTax Calculation Tools
Potential Monthly Revenue:$35000
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A platform that provides personalized financial advice and guidance for individuals in their mid 40's looking to purchase a home, taking into account their current financial status, goals, and preferences.
FinancialplanningFinancial AdviceReal EstatePersonal FinanceMortgage CalculatorsData Analysis
Potential Monthly Revenue:$50000
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A tax planning tool for retirees to optimize withdrawals from different investment accounts (IRAs, HSA, 401k, regular brokerage) in order to minimize tax liabilities and keep AGI below certain thresholds.
FinancialplanningFinancial PlanningTax PlanningRetirement PlanningTax Calculation Tools
Potential Monthly Revenue:$10000
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A mobile app that provides personalized financial planning guidance for college students, offering tips on building emergency funds, exploring investment options, and saving for future goals.
FinancialplanningPersonal FinanceEducationMobile App DevelopmentFinancial Planning Tools
Potential Monthly Revenue:$10000
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A financial platform that analyzes different savings options (HYSA, money market funds, etc.) based on user's financial goals and risk tolerance, to recommend the best option for maximizing APY.
FinancialplanningFinanceInvestmentSavings CalculatorApi Integration
Potential Monthly Revenue:$12490
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A platform that provides personalized retirement planning advice for individuals with pension-funded retirements, considering factors such as accessibility of funds, tax implications, and health insurance coverage
FinancialplanningFinancial PlanningRetirement PlanningPersonal FinanceTax PlanningPension Calculators
Potential Monthly Revenue:$15000
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183 ideas found.

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