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Retirement navigator: Unlocking wealth through tax savings

Retirement navigator: Unlocking wealth through tax savings

Retirement navigator: Unlocking wealth through tax savings

When it comes to retirement, most people are leaving serious money on the table because they don’t know how to plan for tax savings. Retirement Navigator wanted to change that by raising awareness and showing potential clients just how much smarter their golden years could be with a little strategic planning. The goal? Educate, engage and get people booking those complimentary sessions.

Client

Retirement Navigator

Deliverables

Sponsor content

Year

April to May 2024

Preview

Project Link

Solution

We crafted an article that laid out actionable tips on how to optimize retirement cash flow through strategic tax planning—simple, clear and practical. To keep things seamless, the content included a call-to-action encouraging readers to book a complimentary session with Retirement Navigator. With a brand ad surround adding extra credibility, the campaign gave readers the tools and motivation to start planning smarter.

Results

  • 3x the expected page views.

  • 70% above benchmark for quality time spent, totaling over 100 hours of engaged reading.

  • 80% higher scroll depth, proving the content kept readers hooked.

Takeaways

This campaign crushed it by taking a dry (but important) topic and making it practical, approachable, and engaging. Readers clearly loved the no-nonsense advice on boosting cash flow through smarter tax planning. And with a direct path to action—book a session—it wasn’t just about learning; it was about doing.

Solution

We crafted an article that laid out actionable tips on how to optimize retirement cash flow through strategic tax planning—simple, clear and practical. To keep things seamless, the content included a call-to-action encouraging readers to book a complimentary session with Retirement Navigator. With a brand ad surround adding extra credibility, the campaign gave readers the tools and motivation to start planning smarter.

Solution

We crafted an article that laid out actionable tips on how to optimize retirement cash flow through strategic tax planning—simple, clear and practical. To keep things seamless, the content included a call-to-action encouraging readers to book a complimentary session with Retirement Navigator. With a brand ad surround adding extra credibility, the campaign gave readers the tools and motivation to start planning smarter.

Results

  • 3x the expected page views.

  • 70% above benchmark for quality time spent, totaling over 100 hours of engaged reading.

  • 80% higher scroll depth, proving the content kept readers hooked.

Takeaways

This campaign crushed it by taking a dry (but important) topic and making it practical, approachable, and engaging. Readers clearly loved the no-nonsense advice on boosting cash flow through smarter tax planning. And with a direct path to action—book a session—it wasn’t just about learning; it was about doing.

Bottom line: Retirement Navigator made tax savings approachable and actionable, proving that when you meet people where they’re at—with clear, valuable advice—they’ll stick around and take the next step. Smarter strategies, better futures. Win-win.

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