Aside from the technical discussions here on the blog (e.g., how various tax or Social Security rules work), there are a handful of messages that I try to deliver pretty regularly. One of those is that there’s a lot more to financial planning than just investing. Fortunately, most financial planning decisions don’t require any sort of complicated, in-depth analysis.
In a recent article, Harry Sit gave some guidance on which financial decisions really merit a careful decision process — and when it’s fine to “wing it.”
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Thanks for reading!
