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Publisher's Summary

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.

PLEASE NOTE: When you purchase this title, the accompanying reference material will be available in your My Library section along with the audio.

©2016 David E. Stone (P)2017 David E. Stone

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Can’t wait to get started on putting together a plan for my business as well as personal finances.