by Tom Wheelwright | Jan 28, 2009 | Tax Strategy
Early this morning I arrived in Calgary, Alberta, Canada to teach at Greg Hasbritt's Master Wealth real estate seminar. My topic? U.S. tax strategies. So why would Greg ask me to teach U.S. tax strategies at his Canadian real estate seminar? For two reasons. First,...
by Tom Wheelwright | Jan 23, 2009 | Wealth Strategy
Last night, I had the great privilege of being a guest on Kim Kiyosaki's webinar that she does each quarter for PBS. The topic centered around our current economy and whether this is an adversity or an opportunity. Kim asked me a very important question: Q: What are...
by Tom Wheelwright | Jan 21, 2009 | Tax Strategy
Many clients of ProVision have chosen as their preferred growth asset category stock and option trading. When done properly and with the right set of systems, this category and be very lucrative. We have clients who are doing as well as 7-10% per month on their...
by Tom Wheelwright | Jan 19, 2009 | Wealth Strategy
The other evening, my wife, Rosie, and I were at the house of one of our friends. The current economy came up (of course) and the topic of investing was raised. We have played Cash Flow 101 with these friends and, of course, they know that financial education is my...
by Tom Wheelwright | Jan 14, 2009 | Wealth Strategy
I had fun this morning doing two radio interviews – one in Gainesville, Florida on WOCA and one in Atlanta on WDUN. The hosts in Florida were Larry and Robin. Very nice, genuine people. The hosts in Atlanta were Joel and Bill – funny guys. What stood out...
by Tom Wheelwright | Jan 9, 2009 | Wealth Strategy
I have been asked to speak to several church groups over the next two months on the topic of financial preparedness (ward conferences for you LDS folks out there). So I have been preparing my talk these past couple of weeks. I have 10 minutes to speak, so I have to...
by Tom Wheelwright | Jan 5, 2009 | Wealth Strategy
Last time we discussed the celebration that you are planning for the completion of your goal. Today, as promised, we will discuss how to go about creating the strategy to accomplish your goal. Remember, we talked about starting at the end and then working backwards?...
by Tom Wheelwright | Jan 3, 2009 | Wealth Strategy
So let's discuss how to build a strategy. Once you know what you want to accomplish and your current situation, you are ready to create your plan. The next step is to figure out what has to happen right before you succeed. That's right, don't think about the next...
by Tom Wheelwright | Jan 2, 2009 | Wealth Strategy
Once you have your goals in place, it's time to form a strategy. Begin by determining where you are today in relation to your goals. Now you know the gap that has to be filled. But how to close that gap? With a plan (strategy). Formulate a plan for achieving each...
by Tom Wheelwright | Jan 1, 2009 | Wealth Strategy
It's common for us to look at a new year and think about what we would like to change and what we would like to accomplish in the New Year. Those things we want to change we call resolutions and those we want to accomplish we call goals. It wasn't' many years ago that...
