The Ultimate Financial Plan Balancing Your Money and Life

Annotation

Bibliographic Details
Main Author: Stovall, Jim
Other Authors: Maurer, Tim
Format: eBook
Language:English
Published: Hoboken, N.J. John Wiley 2011
Subjects:
Online Access:
Collection: O'Reilly - Collection details see MPG.ReNa
Table of Contents:
  • Includes bibliographical references and index
  • The gift of money: money 101
  • The gift of purpose: personal principles and goals
  • The gift of discipline: household cash flow
  • The gift of enough: debt and financial freedom
  • The gift of discernment: risk management decisions
  • The gift of security: life insurance
  • The gift of certainty: auto, home, and liability insurance
  • The gift of health: health, disability income, and long-term care insurance
  • The gift of clarity: investing and portfolio management
  • The gift of transparency: annuities
  • The gift of preparation: tax planning
  • The gift of learning: education planning
  • The gift of fulfillment: retirement planning
  • The ultimate gift: estate planning
  • The gift of discretion: choosing a financial advisor
  • The gift of action: your plan for money and life