by Tom Wheelwright | Jan 2, 2008 | Tax Strategy
My son, Max, is bipolar. Even with proper medication, he has days when he is very “up” and days when he is very “down.” (The medication keeps the highs from being too high and the lows from being so low.) But, like most bipolar individuals, he...
by Tom Wheelwright | Dec 31, 2007 | Wealth Strategy
It's December 31, 2007. The last day of the year and the eve of the new year. Time for some serious goal setting. My wife reminded me yesterday that I haven't always liked goals. Maybe some of you are the same. I didn't like goals because I felt they constrained me....
by Tom Wheelwright | Dec 18, 2007 | Wealth Strategy
I continue to get many comments about my weight tracking and goals. I mentioned a few of them previously, but here are a few more. My next triathlon is set for May 3rd in Rocky Point, Mexico. That is the date for my weight loss goal (down to 165 lbs) and my waist goal...
by Tom Wheelwright | Dec 12, 2007 | Wealth Strategy
I mentioned on Monday that one of the secrets to weight loss is stepping on the scale each morning. The information you receive from the scale is critical to monitoring your weight loss progress. Similarly, getting the proper data about your financial situation is...
by Tom Wheelwright | Dec 10, 2007 | Wealth Strategy
So it's been a week since I started my diet. Thanks for all of your positive comments to me and encouragement so far. I am happy to report that after one week, I am down almost 2 pounds. That means I have accomplished 15% of my goal in just the first week. And I owe...
by Tom Wheelwright | Dec 4, 2007 | Wealth Strategy
Yesterday, I opened myself up to the world and committed to being accountable for my weight to you. Today, I answer the question of what being accountable for my weight has to do with you and your wealth. The answer is quite simple. In order to achieve ANY goal, you...
by Tom Wheelwright | Dec 3, 2007 | Wealth Strategy
Some of you know that a couple of years ago I lost a serious amount of weight. I went from 212 lbs to 172 lbs. It's never an easy task to lose 40 pounds, but especially not when you are in your late 40s. Yes, it took a lot of will and determination, but it took one...
by Tom Wheelwright | Nov 30, 2007 | Wealth Strategy
This is a question I get frequently from clients. They want to know when to change their position in an investment, i.e., when to buy more or when to sell. At ProVision, we are not investment advisors, so we don't give specific investment advice. However, as...
by Tom Wheelwright | Nov 26, 2007 | Wealth Strategy
The WSJ wealth blog recently featured an article about Wealth Fatigue Syndrome. This problem occurs when people spend more and more money on “things” and find that they get bored with their things and need more things. Unfortunately, this problem is not...
by Tom Wheelwright | Nov 23, 2007 | Wealth Strategy
The other day I was doing some wealth training with our ProVision employees. We were talking about Internal Controls. One of our employees mentioned that it seemed like Internal Controls were not just about preventing embezzlement and theft, but about all negative...
