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July 4th – A Time for Celebration

Submitted by U.S. Wealth Oman on June 30th, 2025

By: Gary R. Oman, CPA, PFS, MST

Happy July 4th! This is such a special day and time of the year. Kids are out of school for the summer and the weather for “July 4th week” has always been sunny, hot and very summer-like…at least that is the way I always remember it as a kid…and that is the way this week is shaping up.

Tags:
  • Change For The Better
  • Family and Friends
  • Gary Oman
  • Read more

An Early Christmas Present

Submitted by U.S. Wealth Oman on December 20th, 2024

By: Gary R. Oman, CPA, PFS, MST

Not long ago, as I sat at Gate 8 at the Queen Beatrix International Airport in Aruba, I reached for my cell phone. It was just an hour before takeoff and I couldn’t find my phone anywhere…not in my pockets, not in my backpack, nor on or under my seat. I was a little panicked.

Tags:
  • Gary Oman
  • Gratitude
  • Holiday Season
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Something to Think About

Submitted by U.S. Wealth Oman on November 27th, 2024

By: Gary R. Oman, CPA, PFS, MST

With about a month to go until December 31st, following are several tax reminders:

Tags:
  • Gary Oman
  • Tax Planning
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Happy New Year!

Submitted by U.S. Wealth Oman on December 30th, 2022

By: Gary R. Oman, CPA, PFS, MST

In the words of the great Jimi Hendrix, “When the power of love overcomes the love of power, the world will know peace.”

Our wishes to you and your families are for a healthy, happy, prosperous, and peaceful New Year!

Thank you for our relationship and for your business.

Tags:
  • Gary Oman
  • New Year
  • Read more

Merry Christmas

Submitted by U.S. Wealth Oman on December 30th, 2022

By: Gary R. Oman, CPA, PFS, MST

May your life be filled with warmth and good cheer this holiday season and throughout the New Year. Wishing you a very Merry Christmas and a happy holiday season.

Tracking #1-05226200

Tags:
  • Gary Oman
  • Holiday Season

Happy Thanksgiving

Submitted by U.S. Wealth Oman on December 30th, 2022

By: Gary R. Oman, CPA, PFS, MST

We are thankful for all our family, friends and clients and want to take this opportunity to express our appreciation to each of you. We are grateful for each of these relationships and wish you a joyful holiday season and good health for many years to come.

Tags:
  • Gary Oman
  • Gratitude
  • Thanksgiving Day
  • Read more

Veterans Day 2022

Submitted by U.S. Wealth Oman on November 11th, 2022

By: Gary R. Oman, CPA, PFS, MST

On this Veterans Day 2022, we want to thank the veterans for serving our country and for you to know we are grateful for the sacrifices each of you and your families made for all of us.

Tags:
  • Gary Oman
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Better Times Ahead

Submitted by U.S. Wealth Oman on September 29th, 2022

Dear Clients and Friends,

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead.

Tags:
  • Better Tomorrow
  • Gary Oman
  • Retirement Planning
  • Read more

Favorite Summer Places

Submitted by U.S. Wealth Oman on July 15th, 2022

By: Gary R. Oman, CPA, PFS, MST

More often than not when Dianne and I are making plans to drive somewhere for a day trip, an afternoon or an evening drive, we usually think about “water”…maybe it’s Boston harbor, a South Shore beach or the canal. Each has its own special draw.

Tags:
  • Change For The Better
  • Family and Friends
  • Gary Oman
  • Retirement Planning
  • Summertime
  • Read more

A Rocky First Half, The '70s and Financial Caregiving

Submitted by U.S. Wealth Oman on July 8th, 2022

By: Gary R. Oman, CPA, PFS, MST

Tags:
  • Bear Market
  • Caregiving
  • Change For The Better
  • Family and Friends
  • Gary Oman
  • Retirement Planning
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