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estate planning

Understanding Your Role and Responsibilities as a Power of Attorney

June 25, 2024June 25, 2024 Jared Friedman CFP®Financial Planning

I wanted to provide you with some essential information regarding the role and responsibilities associated with being named a Power of Attorney (POA).  This is a critical aspect of estate planning and can have significant implications for both you and […]

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Estate Planning: All You need Need to Know

June 13, 2023June 13, 2023 Jared Friedman CFP®Financial Planning

Estate planning is a crucial step that many people tend to overlook. However, neglecting to create an estate plan can have significant consequences, leaving your loved ones with uncertainty and potential disputes. In this blog post, we will explore the […]

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Update your Estate Plan

June 8, 2020June 8, 2020 Jared Friedman CFP®Financial Planning

If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of…

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Long Term Care Planning – You Are Not Alone

July 11, 2017 Jared Friedman CFP®Financial Planning

  Have you ever thought about what would happen if you or a family member were no longer able to live independently? What if your elderly parents were no longer able to drive or perform basic activities of daily living, […]

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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 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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