The latest volume in the bestselling Ultimate series, JimStovall and Tim Maurer's The Ultimate Financial Plan: BalancingYour Money and Life is a one-stop, comprehensive, personalfinancial planning book exploring the intersection of money andlife. The Ultimate Financial Plan examines the connectionbetween actions, thoughts, and feelings when it comes to all thingsfinancial. The key to getting the most out of your wealth, theauthors argue, is certainly found in the wise utilization of tools,like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, educationsavings plans, and real estate, as well as home, auto, business,health, disability, and long term care insurance, but even more soin the contentment found in balancing money's influence in ourlives with personal values and goals.
- An insider's look into the recently humbled "Big 3"—thebanks, brokerage firms, and insurance companies—and the innerworkings that often set their proprietary goals and objectivesabove all
- A critical examination of the role of various financial salespeople, advisors, planners, and consultants
- A guide to navigating Economic Bias—a conflict ofinterest involving money—and how it affects every financialdecision we make
The Ultimate Financial Plan is the application of theresources at your disposal for the purpose of living your life tothe fullest, and this book will show you the quickest route togetting started on the path to ultimate success.