by Tom Wheelwright | Mar 15, 2007 | Wealth Strategy
Even though I am not an investment advisor and never hold myself out as one, clients continue to ask me what to do to prepare for retirement. Should I max out my 401(k) contribution? Should I do an IRA? Should I put more in my profit sharing plan or pension plan?...
by Tom Wheelwright | Jan 7, 2007 | Tax Strategy
As we approach Tax Season, I wonder how many people understand the potentially vast differences in the quality of tax return preparation? Are tax returns really the commodity that they seem to be? Is a tax return prepared by the tax service in the mall of the same...
by Tom Wheelwright | Dec 4, 2006 | Wealth Strategy
I have often thought over the past couple of years about the difference between being rich and being wealthy. Is there a difference? If so, what is it? And how do we become wealthy? It seems to me that there is a big difference between being rich and being wealthy....
by Tom Wheelwright | Nov 21, 2006 | Wealth Strategy
It's Thanksgiving day, 2006 and this is my first blog entry. It seemed appropriate to me on this day that I should talk about the concepts of scarcity and abundance. After all, most of us in the U.S. spend this day celebrating our abundance and giving thanks for it....
