Retirement Planning

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.

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.

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

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

When I was a kid, July 4th and the few days around the 4th were always very special. As I grew older, I learned that July 4th was more than just fireworks and hot dogs, however, that conversation can be for another time.

Dear Clients and Friends:

Stocks have gotten off to a tough start in 2022. Why has the market pulled back and what might we see going forward?

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

It’s been two years since Halloween was last celebrated in a normal fashion. Some say Halloween is for the kids but it’s also for the adults who enjoy chatting with the costumed visitors.

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

In a word, yes! However, I’m going to start off with my complaints about Hallmark Christmas movies…I said complaints, plural, just because there are so many. The commercials! They last forever and there must be at least 40, maybe more, interrupting every 2-hour movie. That’s it, no other complaints.

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

Thanksgiving Day, traveling to be with family, high school football rivalries, family gatherings for dinner or dessert or for both dinner and dessert, some flag football in the back yard or football games on TV, more dessert and lots of conversation and lots of laughs!

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

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