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taxes

Last-Minute Tax Planning: Get Your Finances in Order Before Filing

April 9, 2024April 9, 2024 Jared Friedman CFP®Financial Planning

It’s crunch time, folks! I understand the adrenaline rush that comes with last-minute tax planning. But fear not, for I’m here to guide you through this sprint to the finish line. So let’s roll up our sleeves and dive straight […]

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The History of the IRS: From Its Origins to Today’s Tax System

August 1, 2023August 1, 2023 Jared Friedman CFP®Financial Planning

The Internal Revenue Service (IRS) is an integral part of the United States tax system, responsible for collecting taxes, enforcing tax laws, and providing taxpayer assistance. In this blog post, we will delve into the history of the IRS, from […]

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Estate Planning: All You need Need to Know

June 13, 2023June 13, 2023 Jared Friedman CFP®Financial Planning

Estate planning is a crucial step that many people tend to overlook. However, neglecting to create an estate plan can have significant consequences, leaving your loved ones with uncertainty and potential disputes. In this blog post, we will explore the […]

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Latest on Taxes

October 13, 2021October 13, 2021 Jared Friedman CFP®Financial Planning

Capitol Hill is producing more drama than Hollywood.

We’ve got bold statements, ultimatums, cliff-hangers, and confusing sequels.

We’ve even got folks paddling up to Senators’ party boats to discuss tax reform.

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Tax Uncertainty

May 11, 2021May 11, 2021 Jared Friedman CFP®Financial Planning

With a new presidential administration in office, we can expect changes to the tax laws.

It’s as inevitable as death and … well, taxes.

In this post, I’m going to go over what you can do now to plan for change when you don’t know what that change will look like!

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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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