Tom's Resources
Financial freedom is closer than you think. Use these resources to get you on track and to stay on track. To your wealth!
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Wealth Evaluator
The Wealth Evaluator helps define your wealth goals by identifying the amount, return or number of years required to reach your financial freedom.
Tom's Blog
Can a Vacation Improve Your Business?
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.
Goal for Retirement Savings Rises
In Tuesday's USA Today, there was an article on the front page. The article quoted several financial advisory firms as saying they are now recommending that people have enough money on hand to replace 126% of the pay in retirement instead of the "traditional" 70-90%.
Bookkeeping – Do It Yourself or Outsource It?
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?
Triathlon results – Successes and failures
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.
The Happiness in Gratitude
The great question of the world is, "How do I find happiness?" Some people seem to think happiness comes from material possessions. Others seem to think it comes from fame. Still others believe it comes from love and family.
Is Legally Lowering Your Taxes Ethical?
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.
How My 18-Year Old Son Qualified to Buy His Own House
Yesterday, my son, Sam, closed on his first home. Sam is a senior in high school and will attend the university next year.
Is It Too Late to Save Taxes for 2007?
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.
How Do I Find the Right Tax Advisor?
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.