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Categories
- Archive (80)
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- Client events (1)
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- Data Breach (1)
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- Financial Planning (3)
- Investment committee (1)
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- Latest News (10)
- Mark's Minute Video Blog (4)
- News (5)
- Newsletter (3)
- Nick Murray (1)
- Tax Planning (2)
Posts per category
Archive
- A Tale of Four Decades - Comments (0)
- Alternatives to Long-Term Care Insurance - Comments (0)
- Are You Ending 2016 Healthy, Wealthy and Wise? - Comments (0)
- Are You Ready to Retire? - Comments (0)
- Buying Happiness - Comments (0)
- Can I Roll my Traditional 401(K) Account Balance Over to a Roth IRA? - Comments (0)
- Charitable giving - Comments (0)
- College cost and affordability. Part 1. - Comments (0)
- College cost and affordability. Part 2 - Comments (0)
- Common Financial Wisdom: Theory vs Practice - Comments (0)
Charitable giving
- Using Appreciated Assets to Achieve Charitable Goals While Rebalancing Your Portfolio - Comments (0)
Client events
- Thank you to our clients! - Comments (0)
Continuing Education
- Continuing Education for Dan! - Comments (0)
- Continuing Education for Our Team Members - Comments (0)
Data Breach
- Data Breach: What to Do Now - Comments (0)
Estate Planning
- Using Appreciated Assets to Achieve Charitable Goals While Rebalancing Your Portfolio - Comments (0)
Financial Planning
- Investment Corner: What is Investment Risk? - Comments (0)
- Using Appreciated Assets to Achieve Charitable Goals While Rebalancing Your Portfolio - Comments (0)
- WFP Investment Committee - Comments (0)
Investment committee
- WFP Investment Committee - Comments (0)
Investment Management
- Investment Corner: What is Investment Risk? - Comments (0)
- WFP Investment Committee - Comments (0)
Latest News
- Change is good! Two announcements from WFP. - Comments (0)
- Cybercrime: What Can You Do? - Comments (0)
- How do economists measure inflation, and why does it matter to investors? - Comments (0)
- Is Your Investment Strategy on Track? - Comments (0)
- Mark has been recognized as a Five Star Professional Wealth Manager for the 5th year! - Comments (0)
- Mark’s Musings February 2018 - Comments (0)
- Should You Buy a Bitcoin? Ask a Different Question First. - Comments (0)
- Thank you to our clients! - Comments (0)
- The Myth of Steady Retirement Spending, and Why Reality May Cost Less - Comments (0)
- Year-end tax moves for 2017 - Comments (0)
Mark's Minute Video Blog
- Introduction to Westfield Financial Planning - Comments (0)
- WFP Investment Committee - Comments (0)
- What is a fiduciary? - Comments (0)
- What is the Westfield Estate & Financial Group? - Comments (0)
News
- Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
- New York Stock Exchange Visit - Comments (0)
- Politics and Investment Strategy: Never The Twain Shall Meet by Nick Murray - Comments (0)
- Quarterly Economic Update: Second Quarter 2019 - Comments (0)
- We have moved to our new offices! - Comments (0)
Newsletter
- Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
- Helpful Information for Filing 2018 Income Taxes - Comments (0)
- Quarterly Economic Update: Second Quarter 2019 - Comments (0)
Nick Murray
Tax Planning
- Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
- Helpful Information for Filing 2018 Income Taxes - Comments (0)