Case Study

Advising on a Financial Windfall

An economic advisor is counseling a client who has just received a one-time, tax-free inheritance of $100,000. This is the client's only source of funds for the next two periods (e.g., two years). The client is considering two simple options:

  • Plan A: Spend the entire $100,000 in the first period and have nothing for the second period.
  • Plan B: Spend $50,000 in the first period and save the remaining $50,000 to spend in the second period.

As the advisor, which plan would you recommend to maximize the client's overall well-being or satisfaction across the two periods? Justify your recommendation using a core economic principle related to how individuals derive satisfaction from consumption.

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Updated 2025-08-02

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