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Can I Convert My IRA to a Roth IRA?

April 7, 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. Can I convert my Traditional IRA into […]

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Do I Need An Attorney to Prepare My Will?

March 31, 2017March 31, 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. Do I Need an Attorney to Prepare […]

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I Need Money- Can I take Funds Out of My IRA?

March 24, 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. I need money: can I take funds […]

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What Does Qualified Plan Mean?

March 17, 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. What does the term “qualified plan” mean? […]

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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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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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