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Jared Friedman CFP®

Jared Friedman is a CERTIFIED FINANCIAL PLANNER™. Thanks for stopping by.

F.I.R.E. Movement

September 21, 2021September 21, 2021 Jared Friedman CFP®Financial Planning, Millennials

F.I.R.E = Financially Independent Retire Early
As stated in the acronym, this movement is a lifestyle movement with the goal of gaining financial independence and retiring early.

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Taper Tantrum Part Deux?

September 14, 2021September 14, 2021 Jared Friedman CFP®Financial Planning

One big thing you may have heard about in the headlines is the Federal Reserve’s hint that it might start “tapering” soon.1

Could the Fed’s actions cause a correction or economic slowdown?
Let’s discuss.

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Financial Naivety

September 7, 2021September 7, 2021 Jared Friedman CFP®Financial Planning

Are you a financial whiz?

Were you ever taught how credit cards work, what an online bank account is, how to shop for a mortgage or the difference between a stock and a bond?

For most people, these things are “learned as you go.”

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What is a Roth Conversion?

August 31, 2021August 31, 2021 Jared Friedman CFP®Financial Planning, Millennials

What is a Roth Conversion? A Roth conversion refers to taking all or part of your Traditional IRA and moving it into a Roth IRA. One major point of a Roth conversion is taxes. Converting your traditional IRA into a […]

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We’ve Come So Far…

August 24, 2021August 24, 2021 Jared Friedman CFP®Financial Planning

Headlines are looking grim again, so let’s pause and take stock.

Why are the headlines terrible?

Because the media loves drama. This is not news to you or me or anyone who pays attention. The 24-hour news cycle is there to whip up emotions and keep us glued to the latest “BREAKING NEWS.”

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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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