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Financial Planning

Summer Vacation – The Best Time of Year!

June 20, 2017 Jared Friedman CFP®Financial Planning

Summer Vacation is the Best! It’s the summertime and people love to travel! Whether your vacation budget is big or small, no one likes to spend more than necessary when traveling. Here are some tips that can help you save on […]

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Financial Planning Boot Camp

June 15, 2017 Jared Friedman CFP®Financial Planning

When you think of Boot Camp you would think of a short, intensive, or rigorous course of training with strict discipline. Well consider this blog post, your “Boot Camp” towards financial success. We are going to run through the financial […]

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Look At Your Portfolio Today!

June 13, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually […]

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Financial Planning Will Change Your Life

June 7, 2017June 9, 2017 Jared Friedman CFP®Financial Planning

Game on! Sometimes it’s a job Or for some it’s s career Others it’s a calling. I am on a crusade to help as many people as possible experience financial success through financial planning. I am so motivated because through […]

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Who Can Be a 529 Plan Beneficiary?

May 26, 2017 Jared Friedman CFP®Financial Planning, Frequently Asked Questions

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week.  Who can be a beneficiary of a […]

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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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