The Power of a Plan

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.