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Mutual Fund Fees

April 30, 2018 Jared Friedman CFP®Financial Planning

Many mutual fund companies display their performance figures prominently, but they may take a low-key approach when it comes to fees. Generally, when funds are doing well and returns are strong, investors tend to overlook the fees charged by mutual […]

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What’s The Best Way to Handle a Financial Windfall?

July 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. What’s the Best Way to Handle a […]

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split annuity strategy

August 1, 2016June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Worried about Income in Retirement? Retirement is based on a utopic idea that after working all your life, you can take time off and still get paid. That’s exciting! You can visit family more, travel more and do more 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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