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:
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.
Market/Client Update: September 15th, 2021
We are heading towards the end of the summer and I wanted to update you on a few things:
Market update: August 28th, 2021
Market Update
August 28, 2021
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
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:
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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