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Jared Friedman CFP®

Jared Friedman is a CERTIFIED FINANCIAL PLANNER™. Thanks for stopping by.

Money Saving Tips of the Week

September 15, 2017 Jared Friedman CFP®Money Saving Tips of the Week

Monday: Put your savings in an online money market. Higher interest and a little harder to get to. #MSTD Tuesday: Sign up for your company retirement plan now, now, now, now. #MSTD Wednesday: Check out public transportation. What’s cheaper- driving, […]

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Black Belt in Personal Finance

September 14, 2017 Jared Friedman CFP®Financial Planning

Creating a financial strategy is like planning a vacation. First, you need to take care of the mundane details, including shopping for hotel accommodations and plane fares, as well as preparing your itinerary. While these tasks may be tedious, the […]

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The Tax Man Comes Every Quarter

September 12, 2017 Jared Friedman CFP®Financial Planning

What is it? Estimated (quarterly) tax payments are the actual installment payments you forward to the IRS on a quarterly basis. Here is a step-by-step procedure to use when calculating the installment amounts. Projecting your expected tax for the year […]

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How Are Annuities Taxed?

September 11, 2017 Jared Friedman CFP®Frequently Asked Questions

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. How are annuities taxed? One of the […]

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Money Saving Tips of the Week

September 8, 2017 Jared Friedman CFP®Financial Planning

Monday: Always ask about price matching before you make the big purchase. #MSTD Tuesday: Winter is coming! Insulate your windows and doors and keep the heat in. #MSTD Wednesday: Build a financial plan to know where you are going, not […]

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The Pocket Financial Planner

Jared Friedman CFP®

The Art of Financial Planning is a blog that focuses on financial planning and  money management. I work at Redwood Financial Planning.  Learn more here.

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Advisory Services offered through Redwood Financial Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Redwood Financial Planning and its representatives are properly licensed or exempt from licensure.

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