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…
Everything you should know on the Consolidations Appropriations Act with Marianne Brown
From the desk of Marianne Brown, CPA
Consolidated Appropriations Act
December 30, 2020
Earlier this week, the President signed off on a new COVID-19 Stimulus Package. Please be aware that this is brand new legislation, and we are awaiting final details. Below are a few key areas of this new bill that may relate to you: Read more…
We’re here to help YOU.
Let’s face it, we’ve all been worried about money at some point in our lives. Whether it be making ends meet or managing extensive AUM, money can be a source of major stress and anxiety for individuals. Furthermore, a survey by Northwestern Mutual found that money was the leading cause of stress for 44% of Americans.
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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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