Equipping Points:
Humans can be really good at procrastination. When we have the basics covered, it’s easy to put off the decisions and actions that we don’t want to deal with just yet. Today, we talk about some of the financial matters people are prone to put off and what you would be better off tackling right away. You might be surprised to find it wasn’t so hard to handle after all!
Here’s what we discuss in today’s show:
- Is deferring taxes the right choice?
- Some put off eliminating debt.
- Setting up legal and estate documents isn’t fun, but needs to happen.
- Delaying the start of Social Security may be a good idea, may not be.
- Putting off meeting an advisor does yourself a disservice.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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