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 Ultimate Financial Plan
From Jim Stovall, author of the bestselling The Ultimate Gift and The Ultimate Life, and financial planning expert, Tim Maurer, comes the latest volume in the acclaimed Ultimate series.
Like its predecessors, The Ultimate Financial Plan: Balancing Your Money and Life is sure to have a significant impact on the way we think about money. Examining the connection between actions, thoughts, and feelings when it comes to all things financial, the book makes a revolutionary argument: that the key to getting the most out of personal wealth comes from the contentment found in balancing the influence of money in our lives with personal values and goals.
Financial tools?like budgets, bank accounts, 401(k)s, IRAs, education savings plans, and real estate?can play a major role in helping us generate the money we want, but real value comes from investments in our knowledge and understanding, which lead to purpose-filled careers, sleep-at-night security, artistic endeavors, creative philanthropy, fulfilled retirements, and meaningful legacies.
In The Ultimate Financial Plan, Jim Stovall uncovers the Timeless Truths of personal finance while Tim Maurer directs you through Timely Applications, making this book an invaluable investment in your future.