Last Chance Sale – 50% Off

I'm moving everything online! All my products at WealthStrategyUProducts.com are being updated into an online course format. Last Chance Sale – 50% Off This week only – while supplies last. This is your last chance to buy these products in hard copy format (and...

Loving Volatility

A couple of months ago, the Wall Street Journal ran an article called, “Learning to Love Volatility.” In the article, the author suggested that we should just let the market do its thing and allow for volatility rather than always trying to manipulate the...

New Year, New Look

Welcome to my new look! With the New Year comes a new look to my website. Stay tuned for new posts and the launch of a brand new website to help you achieve your tax and wealth goals in the New Year.

The Business of Wealth

If you are an investor and don't think of yourself as a business owner, think again. Those who are most successful in their wealth strategies are those who have built a business around their wealth and treat their investing activities like a business. Many of the...

The Big Secret to Creating Wealth

The big secret really isn't a secret. Many of you will read this big secret and think to yourself, “Of course! I know that. Tell me something I don't know.” The big secret to creating wealth is to take action. A Typical Wealth Plan When I meet with a new...

Do I have enough to retire?

I recently received this question from an Ask Tom Live: Tax Edition subscriber: I have $171,000 in a traditional, self-directed, checkbook IRA.  That is where my wealth is stuck.  I know I'll have to pay taxes since I didn't pay any while in the 401k and now a...