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...
by Tom Wheelwright | Oct 3, 2008 | Wealth Strategy
I'm speaking to a group of about 600 people at T. Harv Eker's Extreme Wealth yesterday about how to create their own personal wealth strategy and I'm sure many of them were wondering if this really works to speed up the growth of a person's wealth. After all, I showed...
by Tom Wheelwright | Sep 18, 2008 | Wealth Strategy
Do you know people who make lots of money from their job or their business but never seem to have any money? Or maybe they have money now, but they don't have any assets other than their home, their cars and their boat? I keep running into this situation and I always...
by Tom Wheelwright | Sep 10, 2008 | Wealth Strategy
I was sitting in church the other day and the speaker was talking about budgeting and otherwise watching what you spend so you don't get into financial difficulty. He was suggesting that we can never be truly financially free unless we have control over our spending...
by Tom Wheelwright | Aug 14, 2008 | Wealth Strategy
Every day I speak to people who want to know how to permanently reduce their taxes. This makes sense, since I am a CPA and I have spent 30 years showing business owners and investors how to permanently reduce their taxes by 10-40%. Sometime during my conversation with...
by Tom Wheelwright | Jul 29, 2008 | Wealth Strategy
Aloha again from Hawaii!!! Wish you were here. Seriously, I wish everyone could have the opportunity that blesses my life every year of taking a 2-week vacation in Hawaii, Paris, the Caribbean, or the mountains of Utah. If you haven't every tried a 2-week vacation, I...
by Tom Wheelwright | Jul 4, 2008 | Wealth Strategy
In Tuesday's USA Today, there was an article on the front page of the Money section with this title. The article quoted several financial advisory firms as saying that they are now recommending that people have enough money on hand to replace 126% of the pay in...
by Tom Wheelwright | Jun 18, 2008 | Wealth Strategy
As a CPA and wealth strategist, I'm often asked by new business owners and investors about the best way to handle their bookkeeping. Should they do it themselves or hire a bookkeeper to handle it for them? This is a more difficult question than you might think. On the...
by Tom Wheelwright | May 8, 2008 | Wealth Strategy
For those of you keeping track, last weekend was my triathlon in Rocky Point, Mexico. My goal was to improve my time by 30 minutes. A pretty aggressive goal. Most of this was to come from the run portion. My good news to report is that I did trim substantial time off...
