PlanScout's Resource Library
Free guides, templates, and insights to help advisors serve their clients better.
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Our Mission
Built for advisors, by advisors, the PlanScout Resource Library was created to help you save time and grow your practice. We believe that all financial advisors should have access to up-to-date, best-in-class financial tools and education to better serve their clients.
Advising Through OBBB:
The biggest advisor opportunity in OBBB isn’t the new thresholds or deductions — it’s the clarity gap. Here’s how to turn tax-law updates into revenue and referrals.
Discover our free
Guides & whitepapers
Time Horizon Advantage
Discover tools for time-based planning drives aggresive legacy asset growth and better retirement outcomes
Retirement Checklist
Your go-to guide to lead clear, confident retirement planning conversations.
Beyond Monte Carlo Probability
Your practical guide to real world risk conversations when a 90% success rate isn’t safe enough.
Our Impact
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Our Blog
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...