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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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What is a Buy/Sell Agreement?

October 9, 2017 Jared Friedman CFP®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. What is a Buy-Sell Agreement? A buy-sell […]

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Deferred Compensation-Reward Today, Pay Later

July 6, 2017 Jared Friedman CFP®Financial Planning

Reward Executives Today But Pay Later It’s hard for small businesses to stay competitive today. Competition for the best and the brightest employees, even in tough economies, is always challenging, particularly when compensation funds are limited. A deferred compensation plan […]

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5 Questions to Ask Before Starting a Business

April 3, 2017 Jared Friedman CFP®Financial Planning

A common conversation I have with my clients is the possibility of leaving their current job and starting a business. A lot of them have grown tired of commuting to work, where they sit in a cubicle and do someone […]

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So, You Want to Start a business

October 10, 2016 Jared Friedman CFP®Financial Planning

Starting a business is easy. Building a successful business, not so much. Check out our new video on starting a business and what typically derails most people.

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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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