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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 ...
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.
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.
Chapter One The Gift of Money: Money 101.
The Value of Money.
Chapter Two The Gift of Purpose: Personal Principles and Goals.
Chapter Three The Gift of Discipline: Household Cash Flow.
Personal Financial Statements.
Chapter Four The Gift of Enough: Debt and Financial Freedom.
The Danger of Discontent.
Economics and Emotions.
The Cure for More.
Chapter Five The Gift of Discernment: Risk Management Decisions.
Risk Management Techniques.
How Insurance Works.
Chapter Six The Gift of Security: Life Insurance.
Life Insurance: Why?
Life Insurance Needs.
Life Insurance: How?
Life Insurance Wants.
Different Types of Life Insurance.
Purchasing Life Insurance.
Chapter Seven The Gift of Certainty Auto, Home & Liability Insurance.
Excess Liability (“Umbrella”) Insurance.
Chapter Eight The Gift of Health.
Health, Disability Income, and Long Term Care Insurance.
Types of Plans.
HSAs and FSAs.
Recent Health Insurance Changes.
Disability Income Insurance.
DI Moving Pieces.
Social Security, Medicaid, and Medicare.
Long Term Care Insurance.
LTC Moving Pieces.
Chapter Nine The Gift of Clarity: Investing and Portfolio Management.
Stocks and Bonds.
All Things Considered Equal?
Market Valuation Analysis.
Technical Market Analysis.
Efficient or Not?
Passive versus Active.
Investing with “Style”.
Relative Return versus Absolute Return.
Index Huggers, Return Chasers, and Risk Managers.
Chapter Ten The Gift of Transparency: Annuities.
Equity Indexed Annuities.
Chapter Eleven The Gift of Preparation: Tax Planning.
Chapter Twelve The Gift of Learning: Education Planning.
Family Education Policy.
Having The Talk (no, not that talk).
Education Savings Plan.
The 50% Rule.
Chapter Thirteen The Gift of Fulfillment: Retirement Planning.
Employer Sponsored Retirement Plans.
Traditional versus Roth.
Roth IRA Conversions.
Chapter Fourteen The Ultimate Gift: Estate Planning.
Durable Powers of Attorney.
Chapter Fifteen The Gift of Discretion: Choosing a Financial Advisor.
“The Big 3”.
Financial Planner Compensation.
Finding a Professional Planner.
Chapter Sixteen The Gift of Action: Your Plan for Money & Life.
Fundamental and Practical Change.
About the Website.
About the Authors.
Posted September 14, 2013
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