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Money Saving Tips of the Week

October 13, 2017 Jared Friedman CFP®Money Saving Tips of the Week

Monday: Drink more water and be healthier. Oh and filter your own water and save money. Bottled water is for suckers! #MSTD Tuesday:Quit smoking. It’s not cool anymore. Your lungs and bank account will thank me.  #MSTD Wednesday: The world […]

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Financial Planning- The Big Picture

October 12, 2017 Jared Friedman CFP®Financial Planning

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning […]

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Checklist for Year-End Tax Planning

October 11, 2017 Jared Friedman CFP®Financial Planning

Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as “Filing Status” or “Employee Matters,” for ease of reading. When year-end approaches, it might […]

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What is a Buy/Sell Agreement?

October 9, 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 a Buy-Sell Agreement? A buy-sell […]

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Money Saving Tips of the Week

October 6, 2017 Jared Friedman CFP®Money Saving Tips of the Week

Monday: Check out travel packages to see if you can save by bundling your reservations. #MSTD Tuesday: Review your gym membership cost/usage. If you’re a no go, then cancel and run outside when your bored. #MSTD Wednesday: Review your home and […]

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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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