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Financial Planning

6 Financial Planning Steps You Need to Take Today

March 29, 2017March 29, 2017 Jared Friedman CFP®Financial Planning

The financial planning process is a logical, six-step procedure: (1) determine your current financial situation. (2) develop financial goals. (3) identify alternative courses of action. (4) evaluate alternatives. (5) create and implement a financial action plan. (6) reevaluate and revise […]

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Stretch IRA – My Financial Little Secret

March 27, 2017 Jared Friedman CFP®Financial Planning

Stretch IRA The “stretch IRA” has become a popular way to refer to an IRA that has provisions that make it easier to “stretch out” the time that funds can stay in your IRA after your death, even over several […]

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10 Ways to do a Financial Spring Cleaning!

March 22, 2017March 22, 2017 Jared Friedman CFP®Financial Planning

Spring Cleaning that Won’t Make You Toss Your Favorite T-Shirt   The birds are chirping, the sun is shining, the days are getting longer, the flowers are blooming, all which can only mean one thing… Spring has sprung!  It’s the […]

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Top 5 Questions to Ask Before Buying Any Investment

March 20, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

It has never been easier or cheaper to buy investments on your own. Websites like: E Trade, Scott Trade, Vanguard. Apps like: Robin Hood, Acorns All allow you to trade at the click of a button. But does that mean […]

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Our Favorite Articles of the Week 03-17-2017

March 17, 2017 Jared Friedman CFP®Favorite Articles, Financial Planning

Here are our Favorite Articles of the Week The Writer Who Uncovered The Nazis’ Drug Use  Wow, Interesting Regret Less, Act on Your Wish List Now  Must Read! Business Advice from a 1 Year Old Great Post 7 psychological quirks […]

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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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