We Believe In Continuing Education to Help Our Clients! Dan just returned from an educational session of the Academy of Preferred Financial Advisor’s 2019 Exclusive Coaching Program in Las Vegas. The quality and quantity of learning was exceptional! From year-end tax planning solutions, to reading a tax form line-by-line, and practice management strategies, Dan learned […]
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What is Investment Risk? Written by Daniel M. Song, CFA ® How often have you heard someone say, “I’ve had it with risk. I’m ready to sit tight for a good long time in a safe investment like a CD. Let other people invest in the markets. They can take as much risk as they […]
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This episode of Mark’s Minute introduces you to the Westfield Estate & Financial Group, a team of professional firms with decades of experience in: wills and trusts planning and administration; income tax preparation and planning; and financial planning and investing. Westfield Financial Planning often works as part of a team of trusted professionals working together […]
Read MoreThe team of Westfield Financial Planning hosted our annual client appreciation dinner at Addams Tavern in Westfield. We had 40 dinner guests in the Grille Room. A highlight of the evening was Mark Zacharia’s of You Will Believe in Magic. He entertained our guests for two hours with his unbelievable magic. This private annual dinner […]
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We have moved! Our new office, 316 East Broad Street, Westfield, NJ 07090, is located directly across from Mindowaskin Park. Street parking is available. We promise to post new pics of our space soon! We look forward to giving you a tour on your next visit with us!
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7/30/19 Update from our offices: Capital One Data Breach Capital One has issued guidelines on how to determine if your credit card account was affected by the data breach involving more than 100 million people and steps you can take to shore up security. The company said Monday the largest category of jeopardized data was […]
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The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving investors in a happy mood. Key points: Equity markets reached new highs again this quarter. The bull market is now over 10 years old and is the longest on record. The Fed changed its […]
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Welcome to the second episode of Mark’s Minute. In this episode, we discuss what it means to be a fiduciary and the importance of acting in your best interest when it comes to financial planning.
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Many individuals own stock with an extremely low basis, the sale of which would result in significant capital gains. This is often the case for individuals who spend a significant portion of their career with one company and acquired stock during their employment or who inherit a portfolio that is not actively managed and accrues […]
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