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life insurance

Common Life Insurance Mistakes to Avoid: Tips for Securing the Right Policy

September 10, 2024September 10, 2024 Jared Friedman CFP®Financial Planning

Life insurance is a crucial component of financial planning, providing a safeguard for your loved ones in the event of your untimely passing. However, navigating the world of life insurance can be complex, and many individuals make costly mistakes when […]

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Term vs. Whole Life Insurance: The Complete Guide

December 13, 2022December 13, 2022 Jared Friedman CFP®Financial Planning

When it comes to life insurance, there are two main types: term and whole life. So, what’s the difference? And which one is right for you?  Term life insurance is just that—insurance for a specific term or time. On the […]

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The Case For Life Insurance: Why You Need It, Even If You’re Young And Healthy

August 9, 2022August 9, 2022 Jared Friedman CFP®Financial Planning

Death is an inevitable future. Life insurance provides a safety net for your family or dependents after you’re gone. 53% of households without life insurance say that they wouldn’t be financially secure if the primary income earner suddenly passes away. […]

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Life Insurance-Yes, You Need It

September 6, 2017 Jared Friedman CFP®Financial Planning

Why Would Anybody Need Life Insurance? The earliest known practice of insurance is thought to have first occurred in ancient civilizations. When a natural disaster struck a particular village, survivors would pool together their resources to help rebuild their neighbors’ […]

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Is life insurance taxable?

January 27, 2017 Jared Friedman CFP®Financial Planning

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 life insurance death benefits taxable? […]

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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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