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by Tim Maurer, Jim Stovall
The Ultimate Financial Plan: Balancing Your Money and Life
Cover
Title
Copyright
Dedication
Contents
Foreword
Preface
Acknowledgments
Introduction
Chapter 1: The Gift of Money
The Value of Money
Money Beliefs
Chapter 2: The Gift of Purpose
Personal Principles
Goals
Chapter 3: The Gift of Discipline
Personal Financial Statements
Financial Crises
Chapter 4: The Gift of Enough
Financial Freedom
The Danger of Discontent
Emergency Reserves
Bad Debt
Better Debt
Economics and Emotions
The Cure for More
Chapter 5: The Gift of Discernment
The Accident
Risk Management Techniques
How Insurance Works
Chapter 6: The Gift of Security
Life Insurance: Why?
Life Insurance Needs
Life Insurance: How?
Life Insurance Wants
Different Types of Life Insurance
Purchasing Life Insurance
Chapter 7: The Gift of Certainty
Auto Insurance
Homeowner’s Insurance
Excess Liability (Umbrella) Insurance
Chapter 8: The Gift of Health
Health 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 9: The Gift of Clarity
Stocks and Bonds
All Things Considered Equal?
Mutual Funds
Economic Analysis
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
Decisions, Decisions
Chapter 10: The Gift of Transparency
Immediate Annuities
Fixed Annuities
Variable Annuities
Equity Indexed Annuities
Annuity Disadvantages
Annuity Advantages
Chapter 11: The Gift of Preparation
Tax Myths
Tax Rules
Chapter 12: The Gift of Learning
Family Education Policy
Having The Talk (no, not that talk)
Education Savings Plan
The 50 Percent Rule
Chapter 13: The Gift of Fulfillment
Retirement Past
Retirement Present
Retirement Future
Employer-Sponsored Retirement Plans
401k Rollovers
Traditional IRAs
Roth IRAs
Traditional versus Roth
Roth IRA Conversions
Fulfillment Planning
Retirement Makeover
Chapter 14: The Ultimate Gift
Wills
Durable Powers of Attorney
Advance Directives
Beneficiary Designations
Probate
Estate Tax
Chapter 15: The Gift of Discretion
“The Big Three”
Financial Planner Compensation
Finding a Professional Planner
Chapter 16: The Gift of Action
Fundamental and Practical Change
Reprise
Stay Connected
About the Web Site
About the Authors
Index
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