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.
We’re Thrilled to Sponsor Ed Slott’s IRA Workshop and Empower Advisors with Easy Tax Strategy Implementation
We are thrilled to announce that PlanScout will be sponsoring Ed Slott's highly anticipated IRA Workshop July 18-19, 2024! This conference is renowned for equipping financial advisors with the latest strategies to help their clients take financial control, avoid...
Introducing: Automatic Tax Rate Calculation
Last week you may have seen our exciting launch of SIPS new features under SIPS Advanced. Which feature are our advisors most excited about? The one that stands out as being in high demand is clear: automated tax rate calculation....
Do you know about SIPS Advanced? New Features and Improvements
https://youtu.be/twnVr7VQz9s For the past year we have been speaking to our advisors, gathering feedback and working behind the scenes to save you time, amplify the value of your SIPS plans, and enrich the planning experience for your clients. We've begun...
Exciting News: PlanScout Teams Up with Tucker Financial Group!
We're thrilled to share some exciting news with you all: PlanScout has officially partnered with Tucker Financial Group to help independent advisors grow their business. Read the full press release here. For those who may not be familiar, our mission at PlanScout is...
What are the new 2024 Contribution Limits and Income Marginal Tax Brackets? We’ve got you covered 🚀
As we gear up to bid farewell to another year, it's time to dive into the financial forecast for 2024! The IRS has spoken, and we've got the inside scoop on the contribution limits for retirement plans and other noteworthy cost-of-living adjustments. Let's...
Should you Outsource Your Next Financial Plan? The Pros and Cons
Could outsourcing plans be your secret to success? As an advisor in today’s fast-paced industry, it’s all too easy to get caught up in the chaos and lose sight of what truly moves the needle in your business. From delivering high-quality financial plans to...
Strategic Giving Guide: How To Maximize your Charitable Giving Tax Savings This Year
A win-win: Maximize your tax savings & make your giving go further Charitable donations not only contribute to causes you and your clients care about; they are a smart play to boost your wealth. You might discover that you can boost your giving by 20 percent or...
Is your Plan Missing a Vital Piece? Why lack of long-term care planning may be the hole in your client’s financial plan
Crunching the Numbers: The Shocking Cost of Long-Term Care in 20 Years Picture this: In 20 years, high-quality long-term care might set your clients back a staggering $250,000 per person per year, and that's not even factoring in medical treatments or prescription...
A Simple & Proven Hack – How to Stress-Test Financial Plans – In Terms Your Clients Will Grasp
Demystifying Financial Plans: Stress-Test for the Real World “Great news honey, we can finally take that dream Hawaii vacation because the probability of success for our financial plan went up 2%!” Sounds a bit absurd, right? That’s because we...
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