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Early Bird, No Worm

April 27, 2018 Jared Friedman CFP®Financial Planning

Early Retirement Sounds Good But is It? Have you ever reviewed your pay stub and entertained thoughts of taking an early retirement? Suppose you are age 55 and could take home 60% of your pay if you were to retire […]

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What To Do When the Market Goes Crazy

February 9, 2018 Jared Friedman CFP®Financial Planning

Holy Crap!  What a week in the financial markets.  500-1,000 point swings daily! Anyone who started investing in the last 8 years or so- Surprise!  The stock market goes up and down! You enjoyed an amazing run up with limited […]

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Tip the Scales

November 19, 2017November 19, 2017 Jared Friedman CFP®Financial Planning

When I meet with young people I have to spend time explaining to them that while their net worth is low or even non-existent today their ability to earn is priceless.   PRICELESS! Overtime that will change. As they get older […]

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Managing RMD’s

November 9, 2017 Jared Friedman CFP®Financial Planning

Of the mistakes older Americans can make in managing their retirement savings, failing to take required minimum distributions (RMDs) from qualified retirement accounts, like IRAs and 401(k) accounts, is among the most serious. Retirees over age 70½ are generally responsible […]

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Can I Set Up a Traditional IRA?

October 30, 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. Can I set up a Traditional IRA? […]

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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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