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 allA critical examination of the role of
various financial sales people, advisors, planners, and
consultantsA 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.
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