by Tom Wheelwright | Aug 7, 2007 | Wealth Strategy
What is the best way to get started when you don't have a lot of income to invest? This is another question that ultimately needs to be handled by your own personal wealth strategist. However, I may be able to provide a few insights. First, remember that financial...
by Tom Wheelwright | Aug 7, 2007 | Wealth Strategy
I am frequently asked about specific investments. For example, recently, I received the following questions from one of our teleseminar participants. I have $200,000 coming as soon as my investment property sells, what would be the best way to reeinvest? If I do a...
by Tom Wheelwright | Jul 26, 2007 | Wealth Strategy
Multiple Streams of Income has become the catch phrase of the new century. This can be a terrific idea, since it means that we are receiving income from multiple sources and should mean that if one stream dies, then we will still be okay financially. So the question...
by Tom Wheelwright | Jun 19, 2007 | Wealth Strategy
This is the question I received yesterday from one of our participants. Here is the exact scenario she ran into in her words: Hi, First I want to say I really enjoyed session 1 it was basic enough for me, and I am going to keep up with you, understand and learn all...
by Tom Wheelwright | May 3, 2007 | Wealth Strategy
First, I want to thank all those who commented on my recent entry, “Why the Lottery is a Better Investment than Mutual Funds.” This entry is a follow up to several of those commentators, many of whom were asking the question, “If mutual funds are not...
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....
