Westfield Financial Planning | Merit Financial Advisors

Merit has partnered with DNA Behavior in order to achieve a greater andmore in-depth perspective on the financial behaviors, risk tolerances, andcommunication styles of both our employees and clients. Since 2001, DNABehavior International has enabled...

Merit: The quality of being particularly good or worthy, especially so as to deserve praise or reward. – Merriam Webster
There is not a day that goes by where the meaning of the word “Merit” is lost upon us. Our team consistently strives to live up to the real and true significance of our namesake; and ensure the job we do for our clients is not only “good” and “worthy...

With memories (nightmares?) of this year’s tax season fresh onyour mind, now is the perfect time to consider strategies and actions to makenext year as painless as possible for you, your tax preparer and your bankaccount.
1. Assess Your Latest Effort
Did you have all your records at your fingertips? Did you have to go hunting for W-2s, or ask employers for second copies? Were possible deductible expenses in a file (paper or digital) where you could easily find them and transport them to your tax...

“The hardest thing in the world to understand is theincome tax.”  – Albert Einstein
We are sure that many of us, would indeed, echo the sentiments of Mr. Einstein. There is no question that the world of income taxes can be a mystifying and sometimes challenging place....