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!
Tom's Weekly Report
Tom's Best Selling Book
The WealthAbility® Show Podcast
Tax-Free Formula
Tom's Company: WealthAbility®
Tom's Entrepreneur Column
WealthAbility® For CPAs Podcast
The World’s First CPA Franchise
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
Why Reporting = More $$$
The information you receive from the scale is critical to monitoring your weight loss progress. Similarly, getting the proper data about your financial situation is critical to monitoring your wealth accumulation progress.
Benefits of Accountability – Week 1
So it's been a week since I started my diet. Thanks for all of your positive comments to me and encouragement so far. I am happy to report that after one week, I am down almost 2 pounds.
Accountability and Wealth
Yesterday, I opened myself up to the world and committed to being accountable for my weight to you. Today, I answer the question of what being accountable for my weight has to do with you and your wealth.
Are You Accountable?
Some of you know that a couple of years ago I lost a serious amount of weight. I went from 212 lbs to 172 lbs. It's never an easy task to lose 40 pounds, but especially not when you are in your late 40s.
How do I Monitor my Investment Portfolio?
This is a question I get frequently from clients. They want to know when to change their position in an investment, i.e., when to buy more or when to sell.
Wealth Fatigue Syndrome?
The WSJ wealth blog recently featured an article about Wealth Fatigue Syndrome. This problem occurs when people spend more and more money on "things" and find that they get bored with their things and need more things.
Don't Forget to Monitor your Real Estate Portfolio
Internal Controls are not just about preventing embezzlement and theft, but about all negative actions, including mistakes with a portfolio.
Why Year-End Tax Planning?
This is the time of year that we contact all of our clients and suggest that they do some year-end tax planning with us. Many of you wonder why planning at this time of year is so important. Let me give you three quick reasons.
Rich Dad: Productivity = Happiness
One of my favorite activities is to attend the Rich Dad staff meeting. I really appreciate Robert allowing me to come. He has a way of opening my mind to new ideas that I cannot really describe.