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Advanced Estate Planning to Optimize the Transfer of Family Wealth

June 2, 2026June 2, 2026 Jared Friedman CFP®Financial Planning

For many people, the wealth they have accumulated over a lifetime is more than just about money. It represents years of hard work, discipline, and sacrifice to ensure they can have a comfortable retirement, take care of their families, and […]

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Estate planning: It’s about more than just a will

March 25, 2026March 25, 2026 Jared Friedman CFP®Financial Planning

When people hear “estate planning,” they often think of something reserved for the ultra-wealthy or much later in life. But the truth is, estate planning is for anyone who wants to stay in control of their choices, protect their loved […]

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What the “One Big Beautiful Bill” Means for You

July 8, 2025July 8, 2025 Jared Friedman CFP®Financial Planning

After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts and Jobs Act […]

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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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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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