by Tom Wheelwright | May 10, 2011 | Tax Strategy
In the Sunday newspaper, Kevin G. Hall wrote an article called, “Americans Shouldering Rather Light Tax Burden.” He begins the article by saying, “Here's a dirty little secret that most Americans don't want to hear: We're undertaxed.” By...
by Tom Wheelwright | May 5, 2011 | Tax Strategy
The cover of the Bloomberg Business Week edition for the week of April 11, 2011 had this title, “How to Pay No Taxes” – 11 shelters, dodges, and rolls, all perfectly legal, used by America's wealthiest people. A client of ours forwarded the article...
by Tom Wheelwright | May 2, 2011 | Tax-Free Wealth
We just learned that Robert Kiyosaki's new book, Unfair Advantage, will debut at #12 on the New York Times Bestseller list on May 8th. Amazon.com is calling this Robert's best book. I agree. I am a little prejudiced, as I was a major contributor to the book. Unfair...
by Tom Wheelwright | Aug 20, 2010 | Wealth Strategy
There are some pretty good positives about doing business with family. First, you know them and should know their capabilities. Second, there should be strong loyalty bonds between family members. I have personally had some success doing business with family members....
by Tom Wheelwright | Jul 7, 2010 | Tax Strategy
Recently, I had the opportunity to travel through Europe with Robert and Kim Kiyosaki and Ken McElroy. What a wonderful experience. We met great people who are dedicated to improving their lives instead of following the blind (see “mutual funds”). One of...
by Tom Wheelwright | Jun 17, 2010 | Wealth Strategy
A while back I was invited to attend a Mastermind Group. One of the members of that group was George Miller. George is a speaker and promoter and sells information on how to buy real estate out of probate. George is a great salesman and a great guy. During the course...
by Tom Wheelwright | Jun 14, 2010 | Wealth Strategy
The past two weeks I have been traveling throughout Europe with Robert and Kim Kiyosaki and Ken McElroy. We have been to Warsaw, Poland, Tallin, Estonia, Prague, Stuttgart and London. Along the way we have met fabulous people and enjoyed wonderful experiences,...
by Tom Wheelwright | Mar 23, 2010 | Wealth Strategy
One of the most powerful tools you can have in your personal investment toolbox is your personal set of investment criteria. Once you have decided on the type of growth assets you will be using in your personal investment strategy, then the next step is to determine...
by Tom Wheelwright | Feb 10, 2010 | Wealth Strategy
My good friend, Robert Kiyosaki, recently posted an interesting opinion on the USA Today blog. In his blog post, Robert suggests two school systems, one for entrepreneurs and one for those who wish to be employees. The number of comments already to this post is...
by Tom Wheelwright | Oct 19, 2009 | Wealth Strategy
Whenever we engage in a productive activity, there is much we can learn from both our successes and our failures. And perhaps we learn even more from our failures than from our successes. As I mentioned yesterday, there are three things I could have done that would...