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 cycloneso 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 ruinwith a plan, you can be more prepared to beat the odds.
|Publisher:||Advantage Media Group|
|Product dimensions:||6.00(w) x 9.00(h) x 0.40(d)|
About the Author
DAVID 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™ Professional, Chartered Financial Consultant,
Chartered Life Underwriter, and Chartered Retirement Planning Counselor.
Table of Contents
Introduction: Honest Abe and the Power of a Plan 1
Chapter 1 The Personal CFO: What You Should Expect from a Certified Financial Planner™ 7
Chapter 2 The Basics of Cash Management 23
Chapter 3 Managing Risk and Insurance Strategies 33
Chapter 4 Are You Sailing or Rowing or Both? 49
Chapter 5 Real Estate and Reluctant Landlords 71
Chapter 6 A New Way of Making Retirement More Rewarding 83
Chapter 7 Tax Strategies for the Long-Form Crowd 97
Chapter 8 Plans You'll Never See the End Of 107
Chapter 9 Generational Wealth Planning 115
Chapter 10 Let's Talk Business 125
Conclusion: Worry Less, Dream More 147
Appendix A What Is an "Accredited Investor"? 151
Appendix B The Serve First Philosophy 155
Appendix C The Creed 157
Appendix D Resources 159
Appendix E Wait-And-See Buy-Sell Agreement 163
About the Author 167