Westfield Wealth Manager appears on air and as a guest blogger 

 

Jeffrey Christakos is a Westfield triple threat. He has been a resident of Westfield since the 1970's. He has operated his own accounting and financial planning business here since 1981. He has been a downtown property owner since 1993, when he bought the house at 415 South Ave. W. in the center of town in which he works and now lives.

 

Offering complete wealth management services, including accounting, tax, and financial & estate planning, Jeffrey is considered an expert in retirement planning. He has appeared on "Power Lunch" on CNBC as well as written several articles for them. Topics for video segments and written articles include "Financial Planning for Unmarried Couples," "Right Sizing Your Life in Retirement," and his latest " Being a Mets Fan Has Made Me a Better Investor. See Jeff's articles and interviews on cnbc. Morningstar also asked him to video tape a segment on "Right Sizing Your Life in Retirement".  

 

Read more about Jeff and view his videos segments and articles on his website. 415 South Ave, W., 908.654.4784.  

www.westfieldwealth.com

 

by Jeffrey Christakos, Westfield Wealth Management

 

I realized recently that my view of—and approach to—the Mets has shaped my investment style. In my financial guidance as in my approach to baseball, I am focused on goals.

 View the article....

By: Jeffrey Christakos, CPA, CFP
President of Westfield Wealth Management

 

If your long-term plan is to keep working, investing and living where you are until the day you retire, and then change your lifestyle and financial life, you are practicing what I call “cliff living”—living one way until you abruptly leave the world of work, then leaping to a whole new level of life and finances.

 

 Instead of waiting for this dramatic turn of events (which, incidentally, many people can no longer pinpoint in their future), I recommend living a “blended life,” one that incorporates some major changes as early as possible that can continue seamlessly into your retirement years.

 

 In other words, rightsizing your finances, work and lifestyle so that you ease the transition, and at the same time help to ensure that your income and assets (inflow), as well as your costs and liabilities (outflow), are well-suited to retirement or semi-retirement.

 

Read the complete article by Jeffrey Chritakos as published on CNBC.com.

 

 Jeffrey Christakos is President of Westfield Wealth Management. His firm helps individuals and families achieve their lifelong financial goals. Their customized services include strategic planning for tax sensitive clients and diligent investment management. Their website is www.westfieldwealth.com.