by Tom Wheelwright | Apr 14, 2008 | Tax Strategy
We received an interesting email from a long-time client today. She asked to be removed from our email list (though stay as a client) because she does not like our emphasis on reducing taxes. She feels that by helping you lower your taxes, we “help eviscerate...
by Tom Wheelwright | Apr 2, 2008 | Tax Strategy
Yesterday, my son, Sam, closed on his first home. Sam is a senior in high school and will attend the university next year. Several months ago, after reading Rich Dad Poor Dad, he asked me if he could get started in real estate. He especially wanted his own house where...
by Tom Wheelwright | Mar 20, 2008 | Tax Strategy
Here we are less than a month from the due date of tax returns. Most of you are scrambling to get your information together for your accountant. You hope the tax bite is not too big this year – that you won't have a big tax payment due on April 15th. You wonder,...
by Tom Wheelwright | Mar 17, 2008 | Tax Strategy
This is the time of year when all Americans think about their tax situation and what they might do differently to reduce their heavy tax burden. There is a record of an ancient civilization that was required to pay 50% of their earnings to their captors. They...
by Tom Wheelwright | Mar 11, 2008 | Wealth Strategy
At ProVision, we focus our clients on their wealth strategy. With regular meetings, our clients have excellent success. But what happens when you have a setback? How do you keep going and what do you do? One of our great clients, we will call her Alice, recently had a...
by Tom Wheelwright | Feb 18, 2008 | Wealth Strategy
Opposition is necessary in order for us to grow. If we want to build muscles, we must provide opposition to muscle movements, i.e., weights. If we want to build our spirit, we must work to overcome the challenges that might cause us to shrink. Our mothers referred to...
by Tom Wheelwright | Feb 13, 2008 | Wealth Strategy
The other day at church, one of my friends asked me how my business was doing in this down economy. She was a little shocked when I said it was doing great and, in fact, I was making tons of money in real estate right now. The problem with the media is that when...
by Tom Wheelwright | Jan 29, 2008 | Wealth Strategy
Friday morning, as usual, I got up and weighed myself first thing. The scale read 171 lbs. Good news, right? This meant I was 4 lbs closer to my target of 165. I had a pretty good weekend (eating wise) and Monday morning was anxious to weigh myself so I could report...
by Tom Wheelwright | Jan 14, 2008 | Wealth Strategy
What do you do when you have setbacks? Do you give up? Do you keep going? Do you buckle down and work even harder? Do you change tactics? My weight is not coming down at all. But every day I weigh myself and I think about my goals frequently throughout the day. I have...
by Tom Wheelwright | Jan 7, 2008 | Wealth Strategy
So just how committed are you to achieving your goals? Will you do whatever it takes to accomplish them? What if you have a hiccup in your plans and take a step backwards – will you quit or keep going? These questions apply equally to any goal we set. I find a...
