2021 Tax Updates from Marianne Brown CPA

2021 Tax Updates from Marianne Brown CPA

From the Desk of Marianne Brown CPA

As we move into fall, I’d like to remind you of several important tax items for 2021.  Please keep in mind that several tax relief items will become part of your 2021 tax returns, therefore, it is extremely important to keep an accurate record of the following items: Read more…

Q3 Letter to Clients: October 5th, 2021

Q3 Letter to Clients: October 5th, 2021

October 5, 2021

Dear Valued Client:

Market Recap and Outlook

The S&P500 reached new highs in the third quarter based on a resilient economic recovery, strong corporate earnings, and historic support from the Federal Reserve. Client portfolios are performing at various low double-digit percentage gains on a year-to-date basis depending on risk tolerance levels. Read more…

2021 Tax Updates from Marianne Brown CPA

2021 Financial Planning Checklist

From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)

As we begin a new year, I wanted to reach out to you to provide a checklist with some pointers.  If you haven’t been in for a review meeting in a while and feel like you need a “refresher” please contact our office at (732) 556-4200.  Below is a little “checklist” I have put together for you to make sure you are up to speed in a few areas: Read more…

Client Relationships: The High and Lows of Helping Clients Reach Financial Independence

Client Relationships: The High and Lows of Helping Clients Reach Financial Independence

At Oujo Wealth Strategies we help clients meet an array of financial goals, and one of the most important is complete financial independence. Our team works day in and day out to diligently walk hand and hand with clients in financial independence planning. Reaching financial independence is a journey, however we’re excited to take the journey with you.

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