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Top 5 Questions to Ask Before Buying Any Investment

March 20, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

It has never been easier or cheaper to buy investments on your own. Websites like: E Trade, Scott Trade, Vanguard. Apps like: Robin Hood, Acorns All allow you to trade at the click of a button. But does that mean […]

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When Paying My Bills Is Not Enough

March 15, 2017March 16, 2017 Jared Friedman CFP®Financial Planning

The 27th of every month you can hear me grumbling a little bit.  At some point on that day, I will be paying my bills. Mortgage Childcare Electric Water Cable . . . I have a checklist to hit every […]

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Can I Invest in any State’s 529 Plan?

March 10, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

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. Can I invest in any state’s 529 […]

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Socially Responsible Investing

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

Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to […]

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Financial Goal Setting

February 8, 2017 Jared Friedman CFP®Financial Planning

Financial Goal Setting Everyday people go through life trying to get stuff done. Things like; make breakfast, hit the gym, get the kids to school, finish the project at work, set up plans for the weekend, finish the book and […]

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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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