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Financial Planning

6 Common Estate Planning Mistakes

June 27, 2017June 27, 2017 Jared Friedman CFP®Financial Planning

There are only 2 things we know are guaranteed in life, “Death and Taxes.” Estate planning is the combination of the two. I’m sure this not something you want to think about today. But it is important and if done […]

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The Financial Planning Core 4

June 21, 2017 Jared Friedman CFP®Financial Planning

If you’re from the New York area, you would know that the “Core 4” is the nickname given to the former New York Yankees; Derek Jeter, Andy Pettitte, Jorge Posada, and Mariano Rivera. These players made up the foundation of […]

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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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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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