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Financial Planning

The Tax Man Comes Every Quarter

September 12, 2017 Jared Friedman CFP®Financial Planning

What is it? Estimated (quarterly) tax payments are the actual installment payments you forward to the IRS on a quarterly basis. Here is a step-by-step procedure to use when calculating the installment amounts. Projecting your expected tax for the year […]

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Money Saving Tips of the Week

September 8, 2017 Jared Friedman CFP®Financial Planning

Monday: Always ask about price matching before you make the big purchase. #MSTD Tuesday: Winter is coming! Insulate your windows and doors and keep the heat in. #MSTD Wednesday: Build a financial plan to know where you are going, not […]

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10 Ideas for $10,000

September 7, 2017 Jared Friedman CFP®Financial Planning

  You hit your quota, you won the lottery, you received an inheritance, you got a bonus—either way today you are $10,000 richer. Before you hit up Amazon.com and buy yourself some crap you don’t need, take a deep breath […]

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Life Insurance-Yes, You Need It

September 6, 2017 Jared Friedman CFP®Financial Planning

Why Would Anybody Need Life Insurance? The earliest known practice of insurance is thought to have first occurred in ancient civilizations. When a natural disaster struck a particular village, survivors would pool together their resources to help rebuild their neighbors’ […]

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Investing guru or is the market just up?

August 30, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Are you the next Warren Buffet?   No, but investing for you over the last 5 years has been pretty easy. Am I right? Well, I hate to burst your bubble, but the market’s growth in recent years has certainly […]

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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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