Pages
- A glimpse of the team at work
- Access
- Articles
- Being a Fiduciary
- blog testing
- Client Stories
- Home
- Insurance Planning
- Mark’s Minute Video Blog
- Meet the Team
- Tax Planning
- Why WFP?
- Our Philosophy
- Our Services
- Qualifications
- Contact Us
- Your message has been submitted
- Get Directions
- Website Terms of Use
- Privacy Policy Notice
- Disclosure
- Disclosure
- You’re Subscribed
- Sitemap
- 2022 Five Star Wealth Manager
Posts
Archive
- A Tale of Four Decades
- Alternatives to Long-Term Care Insurance
- Are You Ending 2016 Healthy, Wealthy and Wise?
- Are You Ready to Retire?
- Buying Happiness
- Can I Roll my Traditional 401(K) Account Balance Over to a Roth IRA?
- Charitable giving
- College cost and affordability. Part 1.
- College cost and affordability. Part 2
- Common Financial Wisdom: Theory vs Practice
- Death of a Family Member Checklist
- Don’t Let Your Retirement Savings Goal Get You Down
- Economic Milestones of Young Adults: 1975 v 2015
- Employing Family Members
- Estate Planning for Blended Families
- Expect the Unexpected: What to Do If You Become Disabled
- Fed Hikes Interest Rates and Brightens Economic Outlook
- Fiduciary – Schmiduciary – Who Cares?
- Financial Basics for Millennials
- Financial Planning: Helping You See the Big Picture
- Five Keys to Investing for Retirement
- Four Numbers You Need to Know Now
- Four Phases of Retirement: Early Retirement
- Four Phases of Retirement: Final Retirement Phase and Conclusion
- Four Phases of Retirement: Full Retirement
- Four Phases of Retirement: Introduction
- Four Phases of Retirement: Pre-retirement
- Four Ways to Double the Power of Your Tax Refund
- Frugal Habits of Millionaires
- Funds Remaining In Your Child’s 529 – Now What? Part 3
- Growth vs Value: What’s the Difference?
- Helping Others
- Here are 25 habits that psychologists have linked with happiness
- Here are 38 Facts Worth Knowing About Modern U.S. Currency.
- Holding Equities for Long Term: Time Versus Timing
- How Can I Pay Off the Credit Card Debt I Racked Up Over the Holidays?
- How Grandparents can Help Grandchildren with College Costs
- How Millennials are Changing the Housing Market
- How to Cope with Losing your Job
- How to Reduce Your 2016 Income Taxes (even if it is already 2017) and Plan For 2017
- How Women and Men are Different Financially Speaking
- Is It Wise to Trade Your Pension for a Lump Sum?
- Medicare and Medicaid: What’s the Difference?
- Money – One of Man’s Greatest Inventions
- More Money, More Success, More Stuff?
- Mudslinging: A Political Tradition
- Personal Finance Tips for New Graduates
- Rethinking the Retirement Bucket-List
- Saving vs Investing: Is There a Difference?
- Setting and Targeting Investment Goals
- Should You Pay Off Your Mortgage or Invest?
- Should You Pay Off Your Mortgage or Invest?
- Sins that can drive your decisions about money
- So you think you are smarter than an 8 year old? I am now!
- Social Security – Take it now or take it later!
- Some Things to Consider about Gifts to Children
- Special Needs Primer
- Spring Cleaning Your Debt
- Spring Cleaning your Finances
- Tax Records – What to Keep and What to Toss
- Tax Season is Over –What to Keep and What to Toss!
- Ten Ways to Help Yourself Stay Sane in a Crazy Market
- The Bacon-Cheeseburger Effect
- The Giving Season: Six Tips for Making Smart and Effective Charitable Donations
- The Health-Wealth Connection
- The Power of Dividends in a Portfolio
- Tips for Creating a Home Inventory
- Top Financial Concerns of Multi-Generations
- Trust Basics
- U.S. Government Shutdown Explained
- What Baseball Can Teach You about Financial Planning
- What is a Certified Financial Planner Professional?
- What is a Rollover IRA, and Do I Need One?
- What Security Risks Are Hidden in Your Christmas Presents this Year?
- Will vs Trust: Is One Better Than the Other?
- Women and Work: Why Salary, Benefits, and Work-Life Balance Count
- Women in the Workforce: Retirement Gap?
- Women, Finances and Health Workshop
- Women: Living in the Sandwich Generation
- Women: Moving Forward Financially after the Loss of a Spouse
Charitable giving
Client events
Continuing Education
Data Breach
Estate Planning
Financial Planning
- A Guide to Estate Planning
- How to be Tax Efficient with Your Investments
- How To Handle Market Declines
- Investment Corner: What is Investment Risk?
- Market Volatility: A Normal Part of the Investment Experience
- Proactive Retirement Strategies Using The SECURE Act
- Using Appreciated Assets to Achieve Charitable Goals While Rebalancing Your Portfolio
- Webinar: Retirement Planning
- WFP Investment Committee
- What’s Your Risk Tolerance?
Financial Planning for Small Businesses
Investment committee
Investment Management
Latest News
- Change is good! Two announcements from WFP.
- Cybercrime: What Can You Do?
- How do economists measure inflation, and why does it matter to investors?
- Is Your Investment Strategy on Track?
- Mark has been recognized as a Five Star Professional Wealth Manager for the 7th year!
- Mark’s Musings February 2018
- Market Volatility: A Normal Part of the Investment Experience
- Should You Buy a Bitcoin? Ask a Different Question First.
- Thank you to our clients!
- The Myth of Steady Retirement Spending, and Why Reality May Cost Less
- Year-end tax moves for 2017
Mark’s Minute Video Blog
- How to be Tax Efficient with Your Investments
- How to Protect Yourself From Identity Theft
- Introduction to Westfield Financial Planning
- Is Estate Planning Only For The Rich?
- Mark, Tim and Dan attend TD Ameritrade conference
- Market Risk – Part 1
- Market Risk – Part 2
- Socially Responsible Investing
- Webinar: Real Estate Securities: An Allocation, not a trade
- Webinar: Retirement Planning
- Webinar: The Times They Are A-Changin’
- WFP Investment Committee
- What are Required Minimum Distributions and How Are They Determined?
- What is a fiduciary?
- What is the Westfield Estate & Financial Group?
- What’s the Best Way to Set Aside Funds for Future College Costs?
- What’s Your Risk Tolerance?
- Why is Asset Allocation Important to Investing?
News
- ‘Won’t Get Fooled Again’
- A Conversation with Mark featured in TAP Into Westfield
- A glimpse of the team at work
- Amidst Geopolitical Instability, An Opportunity To Find Comfort In The Past
- Anticipating Rising Interest Rates
- Bitcoin – A Primer
- Cue the next crisis… inflation!
- Economic Update
- Focusing on Factors You CAN Control
- Funding Your Retirement: Some IRA Choices to Consider
- How To Handle Market Declines
- Looking Forward to a Joyful 2021
- Market Volatility: A Normal Part of the Investment Experience
- Market Volatility: A Part of the Investment Experience
- New York Stock Exchange Visit
- Notice: IRS Announces Extended Tax Deadline
- Our Topsy Turvy Investment World
- Proactive Retirement Strategies Using The SECURE Act
- Quarterly Economic Update: Second Quarter 2019
- Resilience: the ability to adapt and bounce back in times of stress
- Tech Trends In A Post-COVID World
- The Prospect of Hope is in the Air
- Tim and Dan Talk Teamwork, Customer Service and Peace of Mind
- We have moved to our new offices!
- Welcome to 2021 (and good riddance 2020): January 2021
- Welcome to 2022
- What can 529 Funds be used for