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Jared Friedman, CFP®️

@JaredSFriedman

People come for the tweets, they stay for the financial planning. Opinions are my own. I wrote a book - Pocket Financial Planner- https://xitter.cf/t.co/mCLpDrcbc0

 Tri State Area
redwoodfinancialplanning.com
Joined May 2012
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Photo by Jared Friedman, CFP®️ (@JaredSFriedman)Photo by Jared Friedman, CFP®️ (@JaredSFriedman)Photo by Jared Friedman, CFP®️ (@JaredSFriedman)Photo by Jared Friedman, CFP®️ (@JaredSFriedman)Photo by Jared Friedman, CFP®️ (@JaredSFriedman)Photo by Jared Friedman, CFP®️ (@JaredSFriedman)Photo by Jared Friedman, CFP®️ (@JaredSFriedman)Photo by Jared Friedman, CFP®️ (@JaredSFriedman)Photo by Jared Friedman, CFP®️ (@JaredSFriedman)Photo by Jared Friedman, CFP®️ (@JaredSFriedman)
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Morgan Housel (@morganhousel) profile picture
Morgan Housel
@morganhouselNov 5
Today was the worst market decline since the last one you don’t remember or care about anymore.
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Midterm Elections and the Stock Market: What History Can—and Can’t—Tell Us - The Art of Financial Planning - theartoffinancialplanning.co…
Midterm Elections and the Stock Market: What History Can—and Can’t—Tell Us - The Art of Financial...

Midterm Elections and the Stock Market: What History Can—and Can’t—Tell Us - The Art of Financial...

If you follow the financial news, you may have seen headlines about the upcoming midterm elections and what they could mean for the stock market. The second year of a presidential term has historic...

theartoffinancialplanning.com
55
financeinsights.net/B6piwAPv…
Think Your Estate Plan Is All Set?

Think Your Estate Plan Is All Set?

6 common myths could leave costly gaps in your plan.

financeinsights.net
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Know Your Limits - The Art of Financial Planning - theartoffinancialplanning.co…
Know Your Limits - The Art of Financial Planning

Know Your Limits - The Art of Financial Planning

If a guest slipped on your front steps, or your teenager rear-ended another car, who would be responsible for the bills? It’s not the most comfortable question to consider, but it can be an important...

theartoffinancialplanning.com
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financeinsights.net/51xCrLYE…

Life changes fast. So should your plan.

Prep today means fewer regrets tomorrow.

financeinsights.net
26
Asset Location vs. Asset Allocation - The Art of Financial Planning - theartoffinancialplanning.co…
Asset Location vs. Asset Allocation - The Art of Financial Planning

Asset Location vs. Asset Allocation - The Art of Financial Planning

Even the healthiest seed will struggle if it is planted in the wrong type of soil. Investments can work the same way since some assets benefit from being placed in specific vehicles, particularly...

theartoffinancialplanning.com
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financeinsights.net/qpNUkanb…
Divorce. Inheritance. Job change. Now what?

Divorce. Inheritance. Job change. Now what?

These money moments hit hard. Stay prepared.

financeinsights.net
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Am I Rich? A Better Way to Think About Wealth - The Art of Financial Planning - theartoffinancialplanning.co…
Am I Rich? A Better Way to Think About Wealth - The Art of Financial Planning

Am I Rich? A Better Way to Think About Wealth - The Art of Financial Planning

“Am I rich?” It sounds like a simple question. But the answer depends on what you mean by rich. You might mean having a high income. You might mean owning a certain amount of money or property. Or...

theartoffinancialplanning.com
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financeinsights.net/jl1fa8jN…
Big Life Changes = Big Money Moves

Big Life Changes = Big Money Moves

Plan for the moments that reshape your finances.

financeinsights.net
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The Role of Bonds - The Art of Financial Planning - theartoffinancialplanning.co…
The Role of Bonds - The Art of Financial Planning

The Role of Bonds - The Art of Financial Planning

Bonds have a reputation for being the boring part of an investment portfolio. They’re supposed to provide a little stability. No drama, please! Well, the market apparently didn’t get the memo....

theartoffinancialplanning.com
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financeinsights.net/0V4fKgGZ…
Life hits hard. Be financially ready.

Life hits hard. Be financially ready.

Divorce. Job loss. Inheritance. Are you ready?

financeinsights.net
17
What 7% Mortgage Rates Could Mean for Housing and the Economy - The Art of Financial Planning - theartoffinancialplanning.co…
What 7% Mortgage Rates Could Mean for Housing and the Economy - The Art of Financial Planning

What 7% Mortgage Rates Could Mean for Housing and the Economy - The Art of Financial Planning

Mortgage rates affect much more than a homeowner’s monthly payment. They also influence home sales, home prices, consumer spending, and the broader economy. For many households, a home is their...

theartoffinancialplanning.com
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What is your next move?

What is your next move?

Find the next layer in your Money Stack.

financeinsights.net
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financeinsights.net/E6EiaWLr…
A few minutes now could save questions later.

A few minutes now could save questions later.

Is an Old Retirement Plan Just Sitting There?

financeinsights.net
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What does the first Fed rate hike in three years mean? - The Art of Financial Planning - theartoffinancialplanning.co…
What does the first Fed rate hike in three years mean? - The Art of Financial Planning

What does the first Fed rate hike in three years mean? - The Art of Financial Planning

At its September meeting, the Fed unanimously decided to raise its benchmark interest rate by 0.25%, to a range of 3.75% to 4.0%. This is the first rate increase since 2023 and is in response to...

theartoffinancialplanning.com
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financeinsights.net/abrU4b24…
Build momentum, not stress.

Build momentum, not stress.

One step can support the next.

financeinsights.net
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Five Options for Your Old Retirement Plan

Five Options for Your Old Retirement Plan

Understand the pros and cons before making a move.

financeinsights.net
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4 Risks of Retirement Planning - The Art of Financial Planning - theartoffinancialplanning.co…
4 Risks of Retirement Planning - The Art of Financial Planning

4 Risks of Retirement Planning - The Art of Financial Planning

When you think about retirement planning, what comes to mind first? Your savings? Your investments? Whether your money will last? Those are the right questions. They’re just not the whole list. A...

theartoffinancialplanning.com
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financeinsights.net/A6QiYZOY…
Not every dollar is equal.

Not every dollar is equal.

Some financial moves do more.

financeinsights.net
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financeinsights.net/vLkidm5B…

Still Have an Old Employer Retirement Plan?

Discover your next step with this complimentary guide.

financeinsights.net
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