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Investing Blog Roundup: When to “Wing It” With Financial Decisions

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.”

Which Financial Decisions Require Extra Attention and Which Don’t from Harry Sit

Other Recommended Reading

Securities Lending — Extra Income or a Mirage? from Jim Dahle
Is the Bond Market Wrong About Inflation? from Allan Roth
Sex, Lies, and Optimizing Utility from William Bernstein
Solving the Wrong Problem from Nick Maggiulli
Do You Need a Financial Therapist? from Rick Kahler
The Appeal of Annuities: People Are Willing to Pay for Products with Lifetime Benefits, Study Shows from Alicia Munnell
What to Know About Assisted Living from Jordan Rau
Extra Fees Drive Assisted Living Profits from Jordan Rau
Why Long-Term Care Insurance Falls Short for So Many from Jordan Rau and JoNel Aleccia

Thanks for reading!

What is the Best Age to Claim Social Security?

Read the answers to this question and several other Social Security questions in my latest book:


Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less

Click here to see it on Amazon.

Disclaimer:Your subscription to this blog does not create a CPA-client or other professional services relationship between you and Michael Piper or between you and Simple Subjects, LLC. By subscribing, you explicitly agree not to hold Michael Piper or Simple Subjects, LLC liable in any way for damages arising from decisions you make based on the information available herein. Neither Michael Piper nor Simple Subjects, LLC makes any warranty as to the accuracy of any information contained in this communication. The information contained herein is for informational and entertainment purposes only and does not constitute financial advice. On financial matters for which assistance is needed, I strongly urge you to meet with a professional advisor who (unlike me) has a professional relationship with you and who (again, unlike me) knows the relevant details of your situation.

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