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Financial Planning

Retirement Plan Check Up

December 27, 2018December 27, 2018 Jared Friedman CFP®Financial Planning

I typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven’t revisited your plan yet in 2018, the end of the year may be an ideal time to do so. […]

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Important 2019 Numbers

December 21, 2018December 21, 2018 Jared Friedman CFP®Financial Planning

2019 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates) Single taxpayers If taxable income is: Your tax is: Not over $9,700 10% of taxable income Over $9,700 to $39,475 $970 + 12% of the excess over $9,700 Over $39,475 […]

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7 Year-End Financial Considerations.

December 18, 2018December 18, 2018 Jared Friedman CFP®Financial Planning

The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year […]

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Healing Hurts

December 12, 2018December 20, 2018 Jared Friedman CFP®Financial Planning

Have you ever been to physical therapy? What do you see?   Mostly likely people lifting light weights or getting a massage.  It’s not the gym type atmosphere you would expect and there are no sign of NO PAIN, NO GAIN […]

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Buying a Home Checklist

December 7, 2018 Jared Friedman CFP®Financial Planning

If you are in the market to buy a home, print this checklist off and let it be your guide. General information Yes No N/A 1. Has relevant personal information been gathered? 2. Has financial situation been assessed? Income Expenses […]

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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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