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.
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...
Work Smart, Not Hard – 5 Tips on How To Build a GREAT Financial Plan that Delivers
Most advisors understand that a comprehensive financial plan is the cornerstone of a strong client relationship and a vital tool for envisioning life after retirement. That's why we've compiled 5 Tips on how to build a GREAT financial plan that delivers....
How To Create a Tailored Financial Plan that your Clients Understand and Love
When you’re building a financial plan are you thinking about YOUR perspective on finance, or YOUR relationship with your client? I certainly hope not! If you are, you are likely to build a plan that will leave your client confused and uninspired. We'll show you...
Hello from our CEO, Raygar 👋 PlanScout’s Vision for Advisor Growth and Enhanced SIPS Services
I'm Raygar Khailany, CEO of PlanScout, and I want to share what we’ve been working on for the last year. PlanScout is a fully outsourced financial plan development service for financial advisors. We create amazing financial plans and plan updates for your clients in...
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