View Post

Can You See the Storm Coming?

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

Imagine for a moment that you’re tasked with instructing others how to select a wardrobe. Given the regularity of the seasons, you could do pretty well suggesting a mix of warm clothes for winter and cool clothes for summer. However, naming the exact day when a 70-degree day interrupts the 40-degree days of early spring would prove to be much …

View Post

Upcoming Events

In Articles: Kansas City Office, Community Involvement, Fall 2023 by Scott Dougan

Year End Tax Webinar Thursday, November 2nd 12:00 noon – 1:00 pm This webinar will be live. If you can’t attend, a link will be shared after to view at your convenience. Fall Festival / Hawaiian Luau Thurs, Oct 19, 2023 5:00 pm – 9:00 pm Arts & Heritage Center 8788 Metcalf Avenue Overland Park KS 66212 Click here or …

View Post

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 …

View Post

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 …

View Post

2023 Fall Newsletter: Kansas City

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office by Scott Dougan

If we had to choose the 2023 word of the year, I think we might need to make it two words: interest rates. How many conversations have each of us had this year that included a reference to interest rates in one form or another? How we got here is a fun discussion that often involves comments like, “Back when …