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Back to the Basics: When Should We Claim Social Security Benefits?

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Fall 2023, SLC Fall 2023 by Scott Dougan

When approaching retirement, one of the big questions you may be considering is when to file for Social Security benefits. Because most people can claim and receive benefits as early as age 62, but each year that you wait earns a bump in pay for the rest of your life, the decision can be confusing and anxiety-inducing. And while it’s …

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Briefcase Study: The Cash and Happiness Relationship

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2023, SLC Fall 2023 by Scott Dougan

The Cash and Happiness Relationship With the dramatic change in interest rates this year, a lot of people are rethinking how much cash is appropriate in a financial plan. And while the answer depends on goals, resources available for short or long-term needs, and personal preference, this reminds us of the big question people continue to ponder: “Does money buy …

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Money, Health, and the Hedonic Treadmill

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office by Scott Dougan

Much has been written about the real or perceived links between money and happiness. In a nutshell, once basic needs are met, more money doesn’t strongly correlate to more happiness. But what about health? Does having more money equate to improved health and wellness? Again, there can be a link, but it’s not a universal one. What is fascinating about …

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Briefcase Study: Clutter: When Too Much Is Just Not Enough

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Summer 2023, Summer 2023 by Scott Dougan

Clutter: When Too Much Is Just Not Enough  It may be time to declutter. Nobody is forcing you to declutter, but if I were to guess, I bet you’re probably feeling that desire on some level. You may have done some decluttering during the pandemic, but clutter doesn’t rest; it grows and sneaks up on you. Looking back, we spent …