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Managing RMD’s

November 9, 2017 Jared Friedman CFP®Financial Planning

Of the mistakes older Americans can make in managing their retirement savings, failing to take required minimum distributions (RMDs) from qualified retirement accounts, like IRAs and 401(k) accounts, is among the most serious. Retirees over age 70½ are generally responsible […]

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What is Asset Allocation?

November 6, 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 is asset allocation and how does […]

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Money Saving Tips of the Week

November 3, 2017 Jared Friedman CFP®Money Saving Tips of the Week

Monday: Stop buying apps on your phone- you get bored of them quickly. #MSTD Tuesday:You can cut your own veggies and marinate your own meat– Save money at the store. #MSTD Wednesday:If you’re drinking on the rocks, pay up. Cocktails, pay […]

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Health Saving Accounts

November 2, 2017November 3, 2017 Jared Friedman CFP®Financial Planning

Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative to traditional health […]

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Can You Afford to Have One Spouse Stay at Home?

November 1, 2017July 10, 2018 Jared Friedman CFP®Financial Planning

For many families, this is an important question. Unfortunately, most dual income couples feel that both of them have to work in order to meet their expenses and maintain their lifestyle. If you evaluate your situation financially–factoring in the cost […]

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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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