Skip to content
The Art of Financial Planning
  • About
  • Financial Planning
  • Investing Intelligence
  • Millennials
  • Work With Us

wills

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 […]

Read more

Unwed can lead to Unwanted Estate Planning Issues

July 26, 2016 Jared Friedman CFP®Financial Planning

Unmarried Couples–Estate Planning Challenges In the modern era, people are getting married later in life. Living together is considered the next step before getting engaged for many couples. By cohabiting these couples are starting their lives together before tying the […]

Read more

Everyone has an Estate!

July 15, 2016July 19, 2016 Jared Friedman CFP®Financial Planning

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning […]

Read more

Join The Art of Financial Planning to Get Free Financial Resources!

Click Here

Recent Posts

  • Special Update: What U.S.-China Trade Progress Means for Investors
  • Lessons from Warren Buffett for Today’s Market
  • College Planning: Key Financial Considerations
  • Tax Refund? What to Do with It
  • Seven Habits of Financially Literate People

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.

Subscribe Today!

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.

Privacy Notice

Show Buttons
Hide Buttons