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The Power of a Plan: How a Personal CFO Can Help Business Owners & Professionals Prosper - Softcover

Stone, David E.

 
9781599327211: The Power of a Plan: How a Personal CFO Can Help Business Owners & Professionals Prosper
Softcover
ISBN 10: 159932721X ISBN 13: 9781599327211
Verlag: Advantage Media Group, 2016

Inhaltsangabe

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.

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Über die Autorin bzw. den Autor

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.

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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.

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Verlag
Advantage Media Group
Erscheinungsdatum
2016
Sprache
Englisch
ISBN 10 
159932721X
ISBN 13 
9781599327211
Einband
Taschenbuch
Anzahl der Seiten
188
Kontakt zum Hersteller
Nicht verfügbar
Verantwortliche Person
Simon and Schuster Netherlands BV
info@simonandschuster.nl

Herculesplein 96
Utrecht
3584 AA
Niederlande