Oujo Wealth Strategies

10/07/2026

Congratulations to Ray Gardner on his new role as Wealth Advisor!

Ray brings his experience as a CPA and background in tax planning to his work with clients, along with a strong passion for helping people make informed financial decisions. We’re excited to see him take on this new role and continue growing with the Oujo Wealth Strategies team.

Congratulations, Ray!

10/06/2026

Happy Birthday, Marianne! 🎂

We’re so grateful for everything you do and the support you bring to the team.

Wishing you a wonderful birthday and a great year ahead! 🎉

10/01/2026

Estate planning isn’t just about documents. It’s also about making sure your loved ones know where things are, who to contact, and why you made the decisions you did.

A little clarity now can make a difficult time much easier later.

Read Tom McDermott, CFP®’s latest article.

Most estate planning conversations focus on the documents. The will, the powers of attorney, the trust, the beneficiary forms. All are extremely important, but there is a second, quieter layer of planning that gets skipped far more often, and it is often the one that determines whether your family h...

09/28/2026

Is your portfolio keeping up with inflation?

There are a few common mistakes we see when looking at investment portfolios.

Our latest blog covers some of the biggest ones, from holding too much cash to overlooking taxes.

Take a look to see if any of these may apply to you👇

A big part of our process with a prospect is analyzing their portfolio to see if they have the right asset mix to meet THEIR needs. Here are some common things/mistakes we see when reviewing portfolios. Too Much CashThis is so commonPeople nervous about the market that hoard cash

09/24/2026

Celebrating 2 Years with Oujo Wealth Strategies! 🎉

As a Client Service Associate, Paola works closely with our clients and team every day to help keep everything on track. We appreciate all of her hard work and dedication over the past two years.

We’re happy to have Paola on the Oujo Wealth Strategies team. Please join us in congratulating her on 2 years!

09/23/2026

Celebrating Amanda’s 2-Year Anniversary! 🎉

As our Client Service Manager, Amanda helps keep things running smoothly and is always there to support both our clients and our team. We appreciate all of her hard work and everything she does for the firm.

We’re lucky to have Amanda on the team. Join us in congratulating her on 2 years with Oujo Wealth Strategies!

09/17/2026

Retiring in New Jersey can be expensive, but there are tax benefits and property tax programs that may help offset some of those costs.

Our latest article covers the key programs NJ retirees should know about, common mistakes to avoid, and how your retirement income strategy can impact your benefits.

Read more here ⬇️

Let's start with the part nobody argues about: New Jersey is expensive. We have the highest property taxes in the United States. If you own a home here, you already know this. You get the bill four times a year and you feel it.What most retirees never see is the other half of the ledger. New Jersey....

09/14/2026

We had such a great time hosting our annual client appreciation event at Monmouth Park over Labor Day weekend!🏇

Thanks to everyone who joined us for a fun day at the track. We’re already looking forward to the next one!

09/10/2026

Tax planning isn’t just about tax season, it’s about making smart decisions throughout the year.

From Roth conversions and investments to retirement withdrawals, there may be opportunities to improve your tax situation before year-end.

Read more below👇

7 Tax Planning Opportunities You May Be MissingFor high-net-worth investors, the biggest tax savings often come from decisions made before December 31—not when your tax return is prepared months later.

09/07/2026

Happy Labor Day! Wishing you and your loved ones a safe and enjoyable holiday.