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Can I Convert My IRA to a Roth IRA?

April 7, 2017 Jared Friedman CFP®Financial Planning, 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. Can I convert my Traditional IRA into […]

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3 Questions to Ask Your Financial Advisor

April 5, 2017 Jared Friedman CFP®Financial Planning

Do You Feel the Professionals In Your Life Are On Your Team? Is your doctor looking out for your well being all the time? Or ordering up unnecessary tests? Is your accountant giving your tax return a proper analysis?  Or, […]

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5 Questions to Ask Before Starting a Business

April 3, 2017 Jared Friedman CFP®Financial Planning

A common conversation I have with my clients is the possibility of leaving their current job and starting a business. A lot of them have grown tired of commuting to work, where they sit in a cubicle and do someone […]

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Our Favorite Articles of the Week 3-31-2017

March 31, 2017 Jared Friedman CFP®Favorite Articles

Here are our Favorite Articles of the Week Risk is How Much Time You Need How Many Human Jobs Are Lost by One Robot The Science of Sleep Once We Listened to the Beatles, Now We Eat Them The Wonders […]

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Do I Need An Attorney to Prepare My Will?

March 31, 2017March 31, 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. Do I Need an Attorney to Prepare […]

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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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