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How Are Annuities Taxed?

September 11, 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. How are annuities taxed? One of the […]

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Money Saving Tips of the Week

September 8, 2017 Jared Friedman CFP®Financial Planning

Monday: Always ask about price matching before you make the big purchase. #MSTD Tuesday: Winter is coming! Insulate your windows and doors and keep the heat in. #MSTD Wednesday: Build a financial plan to know where you are going, not […]

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10 Ideas for $10,000

September 7, 2017 Jared Friedman CFP®Financial Planning

  You hit your quota, you won the lottery, you received an inheritance, you got a bonus—either way today you are $10,000 richer. Before you hit up Amazon.com and buy yourself some crap you don’t need, take a deep breath […]

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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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Money Saving Tips of the Week

September 1, 2017 Jared Friedman CFP®Money Saving Tips of the Week

Monday: Generic is the way to go for most meds. Don’t spend extra on designer brands. #MSTD Tuesday: Store brand groceries are the smart choice. Save money and get the same ingredients. #MSTD Wednesday: Before you make a purchase look […]

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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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