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Ultimate Financial Plan

The Ultimate Financial Plan

By Jim Stovall and Tim Maurer

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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.

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Book Information

Publisher: Wiley.
Publish Date: 09/06/2011
Pages: 288
ISBN-13: 9781118073537
ISBN-10: 1118073533
Language: English

Full 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.

About the Authors

Jim Stovall has enjoyed success as an author, athlete, investment broker, and entrepreneur while dealing with the challenge of blindness. During his remarkable life, Jim has been a national champion Olympic weightlifter, as well as the author of more than 30 books.

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Tim Maurer is a speaker, blogger, author, and financial advisor. As director of personal finance for the BAM Alliance, a collective of over 140 financial advisory firms serving over 19,000 individuals throughout the United States, he serves as an industry thought leader to the media and educator to both consumers and financial advisors.

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