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Categories

• Archive (81)
• Charitable giving (1)
• Estate Planning (1)
• Financial Planning (1)
• Latest News (9)
• Mark's Minute Video Blog (1)
• News (1)
• Newsletter (2)
• 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)

Estate Planning

• Using Appreciated Assets to Achieve Charitable Goals While Rebalancing Your Portfolio - Comments (0)

Financial Planning

• Using Appreciated Assets to Achieve Charitable Goals While Rebalancing Your Portfolio - 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)
• 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)

News

• Funding Your Retirement: Some IRA Choices to Consider - Comments (0)

Newsletter

• Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
• Helpful Information for Filing 2018 Income Taxes - Comments (0)

Tax Planning

• Funding Your Retirement: Some IRA Choices to Consider - Comments (0)
• Helpful Information for Filing 2018 Income Taxes - Comments (0)