by Raygar | Dec 10, 2025 | News
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...
by Raygar | Oct 17, 2025 | News
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...
by Raygar | Oct 16, 2025 | News
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...
by Raygar | Aug 6, 2025 | News
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...
by Raygar | Jun 19, 2025 | News
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...
