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Financial Planning

3 Financial Mistakes

October 19, 2017 Jared Friedman CFP®Financial Planning

Please don’t tell my kids. Let them find out on their own… …that I not perfect. Sometimes I don’t know the answer, sometimes I get annoyed too quickly, sometimes I don’t take my shoes off when I walk into the […]

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Retirement Plans for Small Businesses

October 18, 2017 Jared Friedman CFP®Financial Planning

  If you’re self-employed or own a small business and you haven’t established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. Tax advantages A retirement plan […]

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Financial Planning- The Big Picture

October 12, 2017 Jared Friedman CFP®Financial Planning

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning […]

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Checklist for Year-End Tax Planning

October 11, 2017 Jared Friedman CFP®Financial Planning

Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as “Filing Status” or “Employee Matters,” for ease of reading. When year-end approaches, it might […]

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Ponder This

October 5, 2017 Jared Friedman CFP®Financial Planning

Ask me anything and if I don’t know the answer I will google it. Right there on the spot. Will I remember the answer 1 week later?  Possibly yes, possibly no. But the next time I get asked the same […]

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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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