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Financial Planning in Your 30’s – Don’t Make These 10 Mistakes

April 10, 2017April 10, 2017 Jared Friedman CFP®Financial Planning

  Financial Planning is a life-long process that begins when you make your first financial decision and even continues after the conclusion of your life,with the disposition of your estate. It is humbling journey, where the numbers keep everyone honest. […]

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Our Favorite Articles of the Week 04-07-2017

April 7, 2017April 7, 2017 Jared Friedman CFP®Favorite Articles

  Here are our Favorite Articles of the Week How Do People Find Jobs? Bannon Wants a War On Washington Saving is for the Poor, Investing is for the Rich Your Brain Wasn’t Built to Handle Reality Origin of the […]

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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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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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