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Notice: IRS Announces Extended Tax Deadline

The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021. This announcement also stated that it was for individual returns and that this relief does not apply to estimated tax […]

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Welcome to 2021 (and good riddance 2020): January 2021

Welcome to 2021! We hope that you and your family had an enjoyable holiday season.  Last year presented some of the most challenging times for everyone and we are hoping that a new year will bring better results. Once again, our primary goal this year is to continue our tradition of helping clients pursue their […]

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Looking Forward to a Joyful 2021

It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it […]

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A Conversation with Mark featured in TAP Into Westfield

Westfield Financial Planning: Passionate About Your Financial Health When he was 8 years old, Mark Swingle took the money he saved from doing extra chores around the house and invested in the stock market. The Westfield boy didn’t get rich off of his first investments, but he sure learned a few things. “That was my […]

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The Prospect of Hope is in the Air

Although, the coronavirus and the resulting economic dislocations are sadly still with us, there are glimmers of hope. The scientific community tells us: masks are proving to be effective tools for preventing infection the US mortality rate per infection is roughly half of what it was in March and April we are rapidly closing in […]

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Our Topsy Turvy Investment World

• The first quarter saw the S&P 500 drop 34% at the fastest pace ever • Our way of life and our health is under siege by COVID19 • Our countrymen are suffering the worst bout of unemployment since the Great Depression • Today’s political environment is among the most divisive in our almost 250 […]

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Socially Responsible Investing

Mark’s Minute Video: Daniel Song, CFA® discusses what ESG and Socially Responsible Investing is and how Westfield Financial Planning is implementing these funds into our portfolios.

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