by Raygar | Dec 12, 2024 | News
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,...
by Raygar | Dec 12, 2024 | News
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...
by Raygar | Dec 11, 2024 | News
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....
by Raygar | Oct 31, 2024 | News
Over the years, we have worked with hundreds of advisors and reviewed thousands of financial plans. In this time, we’ve encountered some truly frightful errors that can lead to nightmarish consequences. This Halloween, let’s take a moment to reflect on the...
by Raygar | Oct 31, 2024 | News
Go To Ed Slott Landing Page What a fantastic time we had at Ed Slott’s Elite Advisors Conference from October 23 to 25, 2024, in beautiful La Jolla, California! As proud sponsors of this premier event, PlanScout joined an incredible lineup of financial advisory...
by Raygar | Sep 17, 2024 | News
It’s September! Kids are back in school, summer vacations have come to an end (boo), and we’re all settling back into our routines. For many financial professionals, this return to normal is also the perfect time to reignite seminars and refill client...
