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College Savings Plan or Prepaid Tuition Program?

June 19, 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 difference between how a college […]

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Money Saving Tips of the Week

June 16, 2017 Jared Friedman CFP®Money Saving Tips of the Week

Monday:Know your rates. Your credit card, your mortgage, your savings account! Be informed.  #MSTD Tuesday: Don’t worry about how many latte’s you buy. Take care of the big stuff and the little things won’t matter. Cars and mortgage need to […]

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Financial Planning Boot Camp

June 15, 2017 Jared Friedman CFP®Financial Planning

When you think of Boot Camp you would think of a short, intensive, or rigorous course of training with strict discipline. Well consider this blog post, your “Boot Camp” towards financial success. We are going to run through the financial […]

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Look At Your Portfolio Today!

June 13, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually […]

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Do You Want to Invest in a Tax-Free or Taxable Investment?

June 12, 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. Is It Better to Invest in a […]

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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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