Simple Money: A No-Nonsense Guide to Personal Finance

Simple Money: A No-Nonsense Guide to Personal Finance

by Tim Maurer

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Overview

When it comes to money management, most of us take a hands-off approach because we're just not confident that we have the know-how needed. But personal finance is actually more personal than it is finance. Tim Maurer has made a career out of distilling complex financial concepts into understandable, doable actions. In this eminently practical book, he shows readers how to

- better understand their values and goals in order to simplify their money decisions
- budget major expenses intelligently
- reduce and eliminate debt
- make vital decisions on home, auto, and life insurance
- establish a world-class investment portfolio
- craft a workable retirement plan
- and more

Readers will be relieved to see that managing their money is actually not as complicated as they thought—and that they can take control of their financial future starting today.


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Product Details

ISBN-13: 9780801018862
Publisher: Baker Publishing Group
Publication date: 03/01/2016
Pages: 286
Sales rank: 741,522
Product dimensions: 5.50(w) x 8.40(h) x 0.80(d)

About the Author

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. He is a regular contributor to CNBC, Forbes, Time/Money, and Forbes.com, and on his own website, www.timmaurer.com. He is the coauthor with Jim Stovall of The Ultimate Financial Plan and was recently chosen as one of only twenty financial advisors nationwide to sit on CNBC's Financial Advisor Council. He makes regular television appearances on Power Lunch, Street Signs, On the Money, and PBS's Nightly Business Report and has been heard on NPR's The Diane Rehm Show, Morning Edition, and Marketplace. He has been quoted in the Wall Street Journal, the Washington Post, the New York Times, the Baltimore Sun, Kiplinger's Personal Finance, U.S. News & World Report, and Money magazine, among others. Tim and his wife, Andrea, are the proud parents of two boys and live in South Carolina.

Table of Contents

Start Here 11

Part 1 Planning for Life

1 Enough: Redeeming Wealth 19

2 Values: Three Questions to Guide You 31

3 Riding the Elephant: Unconventional Goal Setting 40

4 Calling: Finding Life-Giving Work 57

5 Time: Investing Your Most Precious Commodity 66

Part 2 Planning for Today

6 Perspective: Where Do You Stand' 77

7 Essentials: Straight Talk on Savings and Debt 90

8 Financial Statements: Introducing Your New CFO 108

Part 3 Planning for the Inevitable

9 Investing: A Simple Portfolio That's Beaten the Pros 141

10 Education: Getting Schooled 144

11 Retirement: The Wobbly Three-Legged Stool 157

12 Financial Independence: The New Retirement 175

13 Estate and Legacy; Cheating Death 192

Part 4 Planning for the Unexpected

14 Insurance: WARNING! 209

15 Life: Harder Than It Needs to Be 214

16 Disability Income: Protecting Your Largest Asset 229

17 Long-Term Care: When I'm Sixty-Four 237

18 Home and Auto: Don't Overpay to Be Underinsured 247

Part 5 Planning for Action

19 The Top 10: Yew Next Dollars Home 257

20 Behavior Management: Working with an Advisor 263

21 Simplicity: The One-Page Financial Plan 270

Acknowledgments 275

Notes 277

About the Author 283

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