PLAN your FINANCIAL WORRIES away
Residents of Oklahoma plan for tornadoes. Just living there carries a risk of their home being swept away by a violent cyclone-so they prepare for the worst.
As a business owner or soon-to-be retiree, you also must plan for the worst. Markets will fluctuate and investments will falter, but with a plan, you can endure the trying times. David Stone has been helping individuals and business owners plan their financial matters since 1992, and in The Power of a Plan, he shares strategies you can use to improve your financial situation now and plan for the future.
Inside, you'll learn how to: * manage and understand your cash flow * handle your insurance needs * manage the risk of your investments * oversee real estate investments * prepare for retirement * implement tax-planning strategies * leave an inheritance to future generations * identify business succession opportunities
You may not be in danger of tornadoes, but everyone is susceptible to financial ruin-with a plan, you can be more prepared to beat the odds.
Sprache
Verlagsort
Produkt-Hinweis
Maße
Höhe: 229 mm
Breite: 152 mm
Dicke: 10 mm
Gewicht
ISBN-13
978-1-59932-721-1 (9781599327211)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Klassifikation
DAVID E. STONE is Founder of Stone Consulting Group. Since 1992, David has provided business and financial planning services to professionals and business owners. He obtained his bachelor's in business management from Brigham Young University and his MBA from California State University. David is also a former member of the extension faculty at the University of California, Davis. David is a CERTIFIED FINANCIAL PLANNER (TM) Professional, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Retirement Planning Counselor.
FOREWORD ACKNOWLEDGMENTS INTRODUCTION Honest Abe and the Power of a Plan The Personal CFO: What You Should Expect from a Certified Financial Planner (TM) The Basics of Cash Management Managing Risk and Insurance Strategies Are You Sailing or Rowing or Both? Real Estate and Reluctant Landlords A New Way of Making Retirement More Rewarding Tax Strategies for the Long-Form Crowd Plans You'll Never See the End Of Generational Wealth Planning Let's Talk Business CONCLUSION Worry Less, Dream More APPENDIX A What Is an "Accredited Investor"? APPENDIX B The Serve First Philosophy APPENDIX C The Creed APPENDIX D Resources APPENDIX E Wait-And-See Buy-Sell Agreement ABOUT THE AUTHOR
