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News

Planning Separately, Together

Andrew M. Christakos

How New Jersey taxes retirees in 2026

P. Jeffrey Christakos, Interviewed by Robert Powell

Year-End Planning: Think Like a Planner

Andrew M. Christakos

Andrew Christakos Honored with 2025 AICPA Personal Financial Planning Standing Ovation Award!

3 Ways Tariffs Could Affect Wealthy Retirees

Jake Safane & P. Jeffrey Christakos

I Do - Diligence

Andrew M. Christakos

Christakos Financial Named as a Distinguished Business Partner of The Year by Seton Hall University Market Research Center

Divorce Planning: A Guide For CPAs to Provide Financial Expertise

Andrew M. Christakos and P. Jeffrey Christakos
Green Fern

Beyond the Numbers: Incorporating Financial Wellness into Your Practice and Personal Life

Stephanie Rystrom and P. Jeffrey Christakos
Yellow Flower

Is New Jersey Tax-Friendly for Retirees?

P. Jeffrey Christakos

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Office: 908-654-4784

200 South Avenue East
Suite 303
Cranford, NJ 07016 info@christakosfinancial.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:
Do not sell my personal information.


Check the background of your financial professional on the U.S. Securities and Exchange Commission's Investment Adviser Public Disclosure website.

Investment Advisory Services offered through Westfield Wealth Management, LLC.

Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Terms of Use

Contact Us

Office: 908-654-4784

200 South Avenue East
Suite 303
Cranford, NJ 07016 info@christakosfinancial.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Check the background of your financial professional on the U.S. Securities and Exchange Commission's Investment Adviser Public Disclosure website.

Investment Advisory Services offered through Westfield Wealth Management, LLC.

Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Terms of Use

Contact Us

Office: 908-654-4784

200 South Avenue East
Suite 303
Cranford, NJ 07016
info@christakosfinancial.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:
Do not sell my personal information.


Check the background of your financial professional on the U.S. Securities and Exchange Commission's Investment Adviser Public Disclosure website.

Investment Advisory Services offered through Westfield Wealth Management, LLC.

Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Terms of Use