Scott C Planer - Financial Advisor - Capstone Financial Group

Scott C Planer - Financial Advisor - Capstone Financial Group Providing retirement planning, life insurance, and wealth management solutions using tax efficient s Read it carefully
before you invest or send money.

Scott C Planer offers products and services using the following business names: Capstone Financial Group - insurance and financial services |
Ameritas Investment Company, LLC (AIC), Member FINRA (www.finra.org)/SIPC(www.sipc.org) - securities and investments | Ameritas Advisory
Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Capstone Financial Group or any other

entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction,
nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. A representative will contact you to provide requested information. Representatives of AIC and AAS do not
provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their
information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
09/02/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Have a kid heading off to college? Here are a few tips.
08/31/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
08/28/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
08/26/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.
08/24/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
08/21/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Your insurance needs don’t stay the same when the nest empties, but what changes?
08/19/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
08/17/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
08/14/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
08/12/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Address

620 Coolidge Drive Suite 165
Folsom, CA
95630

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