Book description
How to build a financial plan that really blends into your life
The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals.
An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all
A critical examination of the role of various financial sales people, advisors, planners, and consultants
A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make
The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.
"The ebook version does not provide access to the companion files".
Table of contents
- Cover
- Title
- Copyright
- Dedication
- Contents
- Foreword
- Preface
- Acknowledgments
- Introduction
- Chapter 1: The Gift of Money
- Chapter 2: The Gift of Purpose
- Chapter 3: The Gift of Discipline
- Chapter 4: The Gift of Enough
- Chapter 5: The Gift of Discernment
- Chapter 6: The Gift of Security
- Chapter 7: The Gift of Certainty
- Chapter 8: The Gift of Health
-
Chapter 9: The Gift of Clarity
- Stocks and Bonds
- All Things Considered Equal?
- Mutual Funds
- Economic Analysis
- Market Valuation Analysis
- Technical Market Analysis
- Efficient or Not?
- Passive versus Active
- Investing with “Style”
- Relative Return versus Absolute Return
- Index Huggers, Return Chasers, and Risk Managers
- Decisions, Decisions
- Chapter 10: The Gift of Transparency
- Chapter 11: The Gift of Preparation
- Chapter 12: The Gift of Learning
- Chapter 13: The Gift of Fulfillment
- Chapter 14: The Ultimate Gift
- Chapter 15: The Gift of Discretion
- Chapter 16: The Gift of Action
- About the Web Site
- About the Authors
- Index
Product information
- Title: The Ultimate Financial Plan: Balancing Your Money and Life
- Author(s):
- Release date: September 2011
- Publisher(s): Wiley
- ISBN: 9781118073537
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