| Description |
1 online resource (xxvi, 257 pages) : illustrations |
| Physical Medium |
polychrome. rdacc http://rdaregistry.info/termList/RDAColourContent/1003 |
| Description |
text file rdaft http://rdaregistry.info/termList/fileType/1002 |
| Bibliography |
Includes bibliographical references and index. |
| Summary |
Annotation How to build a financial plan that really blends into your lifeThe 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 companiesand the inner workings that often set their proprietary goals and objectives above allA critical examination of the role of various financial sales people, advisors, planners, and consultantsA guide to navigating Economic Biasa conflict of interest involving moneyand how it affects every financial decision we makeThe 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 |
| Contents |
The gift of money: money 101 -- The gift of purpose: personal principles and goals -- The gift of discipline: household cash flow -- The gift of enough: debt and financial freedom -- The gift of discernment: risk management decisions -- The gift of security: life insurance -- The gift of certainty: auto, home, and liability insurance -- The gift of health: health, disability income, and long-term care insurance -- The gift of clarity: investing and portfolio management -- The gift of transparency: annuities -- The gift of preparation: tax planning -- The gift of learning: education planning -- The gift of fulfillment: retirement planning -- The ultimate gift: estate planning -- The gift of discretion: choosing a financial advisor -- The gift of action: your plan for money and life. |
| Subject |
Finance, Personal.
|
|
Finance, Personal |
| Added Author |
Maurer, Tim, 1975-
|
| Other Form: |
Print version: Stovall, Jim. Ultimate financial plan. Hoboken, N.J. : John Wiley, ©2011 9781118073537 (DLC) 2011012870 (OCoLC)699765472 |
| ISBN |
9781118107942 (electronic bk.) |
|
1118107942 (electronic bk.) |
|
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