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Financial Planning

Managing RMD’s

November 9, 2017 Jared Friedman CFP®Financial Planning

Of the mistakes older Americans can make in managing their retirement savings, failing to take required minimum distributions (RMDs) from qualified retirement accounts, like IRAs and 401(k) accounts, is among the most serious. Retirees over age 70½ are generally responsible […]

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Health Saving Accounts

November 2, 2017November 3, 2017 Jared Friedman CFP®Financial Planning

Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative to traditional health […]

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Can You Afford to Have One Spouse Stay at Home?

November 1, 2017July 10, 2018 Jared Friedman CFP®Financial Planning

For many families, this is an important question. Unfortunately, most dual income couples feel that both of them have to work in order to meet their expenses and maintain their lifestyle. If you evaluate your situation financially–factoring in the cost […]

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Investing – Lump Sum Vs Dollar Cost Average

October 26, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Some people go swimming by diving into the pool; others prefer to edge into the water gradually, especially if the water’s cold. A decision about investing can be somewhat similar. Is it best to invest your money all at once, […]

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Juggling Your Employee Benefits

October 25, 2017 Jared Friedman CFP®Financial Planning

Starting a new job can be exciting. But, as you look forward to your new opportunity, consider carefully how you will manage your employer-provided benefits while transitioning from one workplace to another. When you leave a job, your employee benefits […]

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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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