Publications

Financial Security in Troubled Times

Type
Link
Cost
Paid
Published
2001
Updated
2009
Full Name
Financial Security in Troubled Times: What You Need to Do Now

Financial Security in Troubled Times contains an eight-point action plan that will help you protect yourself and your family, as well as your money, your income, your job, your home, your possessions, and your business. You'll learn how to find the guidelines you need to make the right investment decisions now that will secure your investments today and prepare you for the future. Financial Security in Troubled Times will help all of us face the future, knowing that our financial house is in order and that we are ready to meet the challenges ahead.

The 8-point plan will help you to:

  1. Prepare for money emergencies by establishing a cash reserve, with tips on checking and savings accounts and safe places to stash that cash.
  2. Provide for your family with the right kind of health, life, disability, long-term care, auto, homeowners, and liability insurance.
  3. Preserve your assets with proper estate planning, from wills, titles, and trusts to probate, powers of attorney, and taxes.
  4. Secure your home with a 30-year mortgage and do so while you still have a job and can get the loan.
  5. Protect your income with the right questions to ask your employer about business continuity coverage, Phoenix plans, and other company-saving procedures.
  6. Defend your business with key man coverage, cross-training, data backups, off-site storage, consultants, and other strategies.
  7. Help others in their time of need to make sure that no one is left behind.
  8. Plan your next investment moves by developing carefully designed, highly diversified long-term portfolios that will weather any storm.