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Should You Invest in Stocks or Mutual Funds?

May 19, 2017June 18, 2018 Jared Friedman CFP®Frequently Asked Questions, 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. Should I Invest in Mutual Funds or […]

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Should I Incorporate?

May 5, 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.  Should I Incorporate My Business? Answer: Operating […]

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Are Savings Bonds a Good Investment?

April 28, 2017June 18, 2018 Jared Friedman CFP®Frequently Asked Questions, 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. Are Savings Bonds a Good Way to […]

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How Much Money Can I Invest in a 529 Plan?

April 21, 2017 Jared Friedman CFP®Financial Planning, Frequently Asked Questions

How much can I invest in a 529 plan? Answer: Section 529 of the tax code requires that a 529 account not accept more contributions than are necessary to meet the qualified education expenses of the account beneficiary. A plan […]

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How Do I Get My Credit Report?

April 14, 2017 Jared Friedman CFP®Financial Planning, 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. How Do I Get a Copy of […]

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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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