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5 Important Tax Considerations for Your Financial Planning

February 18, 2025February 18, 2025 Jared Friedman CFP®Financial Planning

Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.” This observation from the Nobel Prize-winning physicist remains relevant today, as our tax system has only grown more complex in the decades […]

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Taxes, Death & Disability

March 1, 2018 Jared Friedman CFP®Financial Planning

When building a sound financial plan it is very important to be aware of  3 things that can destroy your hard work.  They are taxes, death and disability.  I know it is exciting to talk about stocks, bonds and wealth […]

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Understanding the Value of your Financial Team

August 5, 2016August 5, 2016 Jared Friedman CFP®Financial Planning

As a financial planner, I know the importance of having a team working with clients. Nothing has a more direct effect on my client’s success than when they coordinate my efforts with those of their other advisors. Financial planning often […]

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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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