The Ultimate Financial Plan Balancing Your Money and Life

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The Ultimate Financial Plan Balancing Your Money and Life by Stovall, Jim; Maurer, Tim, 9781118073537
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  • ISBN: 9781118073537 | 1118073533
  • Cover: Hardcover
  • Copyright: 9/6/2011

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What would it look like to apply the money and life lessons learned by The Ultimate Gift's Red and Jason Stevens in your present and future? This is a personal financial planning book exploring the intersection of money and life. The Ultimate Plan explore the connection between our actions as well as our thoughts and feelings regarding things financial. You may not be quite the cynic Red was or the spendthrift Jason was, but you needn't go through a rock-bottom epiphany to learn how better to integrate money in your life. Stovall and Maurer reintroduce timeless financial truths, many of which were forgotten in the run up to our current economic crisis, and offer the timely practical application of these truths that can improve your life today. The Ultimate Plans offers 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 over our own. A look at the role of the various financial sales people, advisors, planners, and consultants. A discussion of Economic Bias and how that affects every financial decision we make. 18 chapters, all in the form of "gifts," like "The Gift of Clarity: Portfolio Management" and "The Gift of Enough: Debt."
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