Overview
How to build a financial plan that really blends into yourlife
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.
While major retailers like Amazon may carry The Ultimate Financial Plan (Balancing Your Money and Life), we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.
We’re trusted by over 75,000 customers, many of whom return time and again. Want proof? Just check out our 25,000+ customer reviews—real feedback from people who love how we do business.
Prefer to talk to a real person? Our Book Specialists are here Monday–Friday, 8 a.m. to 5 p.m. PST and ready to help with your bulk order of The Ultimate Financial Plan (Balancing Your Money and Life).