What is a fiduciary? Using Appreciated Assets to Achieve Charitable Goals While Rebalancing Your Portfolio Introduction to Westfield Financial Planning Funding Your Retirement: Some IRA Choices to Consider Helpful Information for Filing 2018 Income Taxes The Myth of Steady Retirement Spending, and Why Reality May Cost Less Mark’s Musings February 2018 Should You Buy a Bitcoin? Ask a Different Question First. Mark has been recognized as a Five Star Professional Wealth Manager for the 5th year!
