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Financial Planning

What Does Qualified Plan Mean?

March 17, 2017 Jared Friedman CFP®Financial Planning, 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. What does the term “qualified plan” mean? […]

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When Paying My Bills Is Not Enough

March 15, 2017March 16, 2017 Jared Friedman CFP®Financial Planning

The 27th of every month you can hear me grumbling a little bit.  At some point on that day, I will be paying my bills. Mortgage Childcare Electric Water Cable . . . I have a checklist to hit every […]

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Can I Invest in any State’s 529 Plan?

March 10, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

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. Can I invest in any state’s 529 […]

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3 Financial Planning Benefits You Need to Know About

March 6, 2017March 16, 2017 Jared Friedman CFP®Financial Planning

  At some point in your life you will use financial planning. I don’t know you, but I am confident that the previous statement is true. It might not be in the form of a large comprehensive expensive plan, but […]

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Can I get Disability Insurance If I am Self-Employed

March 3, 2017 Jared Friedman CFP®Financial Planning

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.  Can I get disability insurance if I’m […]

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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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