Cover Image

The one-page financial plan : a simple way to be smart about your money

by Richards, Carl, 1972- (Author)

Print Book

Saved in:

Availability Loading...

Summary

Removes the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of simple, focused steps to help set up and attain a workable, meaningful financial plan. Full description

Tags:

Add Tag

No Tags, Be the first to tag this record!

Table of Contents:
  • Discovery
  • the most important money question
  • Guess where you want to go
  • Get really clear about your current location
  • Spending and saving
  • Budgeting as a tool for awareness
  • Save as much as you reasonably can
  • Investing
  • Buy just enough insurance- today
  • "The best investment I ever made": borrowing and spending wisely
  • Invest like a scientist
  • Strategies for avoiding the big mistake
  • Hire a "real financial advisor"
  • Behave, for a really long time.
×