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.”
Other Recommended Reading
Thanks for reading!
New to Investing? See My Related Book:
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Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less
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Topics Covered in the Book:
- Asset Allocation: Why it’s so important, and how to determine your own,
- How to to pick winning mutual funds,
- Roth IRA vs. traditional IRA vs. 401(k),
- Click here to see the full list.
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“A wonderful book that tells its readers, with simple logical explanations, our Boglehead Philosophy for successful investing.”
– Taylor Larimore, author of The Bogleheads’ Guide to Investing
December 11, 2023
