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The Power of a Plan: How a Personal CFO Can Help Business Owners & Professionals Prosper
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About The Power Of A Plan: How A Personal CFO Can Help
PLAN your FINANCIAL WORRIES awayResidents of Oklahoma plan for tornadoes. Just living there carries a risk of theirhome 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 endurethe trying times.David Stone has been helping individuals and business owners plan theirfinancial matters since 1992, and in The Power of a Plan, he shares strategiesyou 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 opportunitiesYou may not be in danger of tornadoes, but everyone is susceptible to financialruin―with a plan, you can be more prepared to beat the odds.
