by Tom Wheelwright | Jul 29, 2008 | Wealth Strategy
Aloha again from Hawaii!!! Wish you were here. Seriously, I wish everyone could have the opportunity that blesses my life every year of taking a 2-week vacation in Hawaii, Paris, the Caribbean, or the mountains of Utah. If you haven't every tried a 2-week vacation, I...
by Tom Wheelwright | Jul 4, 2008 | Wealth Strategy
In Tuesday's USA Today, there was an article on the front page of the Money section with this title. The article quoted several financial advisory firms as saying that they are now recommending that people have enough money on hand to replace 126% of the pay in...
by Tom Wheelwright | Jun 18, 2008 | Wealth Strategy
As a CPA and wealth strategist, I'm often asked by new business owners and investors about the best way to handle their bookkeeping. Should they do it themselves or hire a bookkeeper to handle it for them? This is a more difficult question than you might think. On the...
by Tom Wheelwright | May 8, 2008 | Wealth Strategy
For those of you keeping track, last weekend was my triathlon in Rocky Point, Mexico. My goal was to improve my time by 30 minutes. A pretty aggressive goal. Most of this was to come from the run portion. My good news to report is that I did trim substantial time off...
by Tom Wheelwright | Apr 22, 2008 | Wealth Strategy
The great question of the world is, “How do I find happiness?” Some people seem to think happiness comes from material possessions. Others seem to think it comes from fame. Still others believe it comes from love and family. While there can be very happy...
