Our Blog
At PlanScout, we believe that knowledge is the key to financial empowerment. Which is why we don’t gate keep – our blog is an open book! Together we delve into technical how-to guides, planning tips & tricks, and more – with a simple mission: to help financial advisors grow their business.
Automatic OBBB Plan Updates Launch in PlanScout
Your Plans Just Got Smarter: How PlanScout Keeps Your Clients’ Plans Up to Date with OBBB The One Big Beautiful Bill (OBBB) represents one of the most significant legislative changes in recent years. From expanded opportunity zones to shifting deduction limits, it...
Should You Pay Off Your Mortgage Before Retirement?
One of the most common questions retirees and pre-retirees ask is whether they should pay off their mortgage before retiring. It’s a significant decision that affects your cash flow, financial flexibility, and peace of mind. The right choice depends on your individual...
What Prospective Clients Want to Know Before They Hire You (and How to Build Trust From the First Meeting)
Clients rarely walk into a first meeting ready to hand over their financial future. They’re cautious, curious, and often carrying past experiences — good or bad — that shape how they view you. It's critical to understand what prospective clients want to know before...
Financial Planning in Uncertainty: Why Now is the Perfect Time To Revisit Financial Plans
Every election year brings change, but this time around, the financial landscape feels more uncertain than ever. Shifting policies, layoffs, and evolving tax laws have left many Americans wondering: Am I still on track?What happens if I lose my job?Will I have to...
Highlights from Our Offsite
Today’s offsite was an incredible moment to connect. With scintillating conversations about the future of PlanScout, the energy in the room was unmistakable. Strategy sessions and spontaneous brainstorming made it clear that we’re building something exciting, and...
The New Frontier of Retirement Planning: Emerging Trends & Innovations in 2025
I’ll be honest—sometimes, I worry about my own retirement. Not in a panicked way, but in that quiet, middle-of-the-night kind of wondering. Am I doing enough? Will my wife and I have the flexibility to live the life we want? Will my kids be burdened by our choices...
The Importance of Financial Plan Updates
Financial plans are not static; they must evolve alongside life events, market changes, and legislative updates. From rising inflation to new tax laws, advisors need to stay proactive and ensure their clients' plans reflect current realities. In this article, we'll...
Q4 Financial Planning Strategies for Advisors
As the year winds down, Q4 presents a pivotal opportunity for advisors to maximize their clients' financial strategies and position them for long-term success. In 2024, a focus on tax planning, retirement contributions, and year-end gifting strategies becomes even...
AI and Financial Advisors: Adapting and Thriving in a Transformative Era
We’re entering a transformative era of industrial and technological revolution, driven by advancements in Artificial Intelligence (AI). While flashy AI-generated images and videos grab headlines, the true power of AI lies in solving everyday business challenges....
Subscribe
Don’t miss out on the latest insights, trends, and updates in the world of financial planning! Join our newsletter today and stay ahead of the curve.
Divi University
Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque, auctor sit amet.