David E Stone

The Power of a Plan

How a Personal CFO Can Help Business Owners & Professionals Prosper

• Broschiertes Buch

Produktbeschreibung

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.

Produktdetails

• Verlag: Advantage Media Group, Inc.
• Seitenzahl: 188
• Erscheinungstermin: 12. Oktober 2016
• Englisch
• Abmessung: 229mm x 152mm x 10mm
• Gewicht: 263g
• ISBN-13: 9781599327211
• ISBN-10: 159932721X
• Artikelnr.: 45747276

Autorenporträt

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¿ Professional, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Retirement Planning Counselor.

Inhaltsangabe

FOREWORD ACKNOWLEDGMENTS INTRODUCTION Honest Abe and the Power of a Plan The Personal CFO: What You Should Expect from a Certified Financial Planner
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 Yoüll 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