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Deferred Compensation-Reward Today, Pay Later

July 6, 2017 Jared Friedman CFP®Financial Planning

Reward Executives Today But Pay Later It’s hard for small businesses to stay competitive today. Competition for the best and the brightest employees, even in tough economies, is always challenging, particularly when compensation funds are limited. A deferred compensation plan […]

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6 Common Estate Planning Mistakes

June 27, 2017June 27, 2017 Jared Friedman CFP®Financial Planning

There are only 2 things we know are guaranteed in life, “Death and Taxes.” Estate planning is the combination of the two. I’m sure this not something you want to think about today. But it is important and if done […]

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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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Financial Planning Will Change Your Life

June 7, 2017June 9, 2017 Jared Friedman CFP®Financial Planning

Game on! Sometimes it’s a job Or for some it’s s career Others it’s a calling. I am on a crusade to help as many people as possible experience financial success through financial planning. I am so motivated because through […]

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Active VS Passive – The Great Debate

May 31, 2017June 18, 2018 Jared Friedman CFP®Investing Intelligence

Active vs. Passive Investing Can we settle the debate? It’s one of the first questions that comes up when  the conversation moves to investing: “which do you think is better over the long-term: active portfolio management or passive portfolio management?” […]

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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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