The Index Card. Book Summary

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Helaine Olen, Harold Pollack

What’s inside

This book simplifies financial advice into ten rules that fit on an index card, advocating for smart and straightforward financial habits.

You’ll Learn

  • Understanding of basic financial principles
  • Ability to manage personal finances more effectively
  • Knowledge to avoid common financial mistakes
  • Confidence in making informed financial decisions

Key Points

  • Everything You Need to Know About Personal Finance on One Card
  • Save More Money Than You Think Necessary
  • Max Out Your 401(k) and Other Tax-Advantaged Savings Accounts
  • Pay Your Credit Card Balance in Full Every Month
  • Consider Buying a Home When It Makes Financial Sense
  • Buy Inexpensive, Well-Diversified Indexed Mutual Funds and ETFs
  • Hire a Fee-Only Financial Advisor if Necessary

Who’s it For

  • Financial beginners
  • Budget-conscious individuals
  • People seeking financial stability
  • Anyone overwhelmed by complex financial advice

About the author

Helaine Olen is a commentator and journalist focused on financial issues, and Harold Pollack is a public policy expert.