by Tom Wheelwright | Oct 6, 2009 | Wealth Strategy
My wife, Rosie, grew up as the youngest child of a family of eight children. Her father was a shift worker at Standard Oil. Her mother stayed home to raise the kids. They never had much money. It seemed there was never enough food, so you had to be quick to get what...
by Tom Wheelwright | Oct 2, 2009 | Wealth Strategy
Late last night I learned that a friend of mine passed away. Apparently, he had a heart attack. In his late 40's, he left a wonderful wife and six amazing children. He was a fine, fine man and a terrific father, husband and friend to everyone he met. Everyone liked...
by Tom Wheelwright | Aug 17, 2009 | Wealth Strategy
One of the most common questions I am asked is how to find the various advisors and other team members for your Wealth Team. The next question I get is, once you have been referred to a potential team member, what questions do you ask to be sure they know what they...
by Tom Wheelwright | Aug 3, 2009 | Tax Strategy
I recently received this note from a customer: “I need to start my legitimate business to be able to write off my leisure (golf, travel). I now am better educated than my tax preparer….scary.” Is this really possible? Unfortunately, the answer is...
by Tom Wheelwright | Jul 30, 2009 | Wealth Strategy
About 2 years ago, I received a call from Robert Kiyosaki, author of the bestselling book, Rich Dad Poor Dad. Robert asked if I would contribute to a book he was writing about real estate. Of course, I jumped at this offer. The result of my two chapters plus those of...
