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Financial Planning

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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Financial Aid 101 – Class is in Session

October 4, 2017 Jared Friedman CFP®Financial Planning

Many parents pay for college with a combination of current income, savings, and financial aid. By learning the basics of financial aid, you’ll be able to understand how the aid process works and compare the aid awards your child receives. […]

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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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