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Jared Friedman CFP®

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

Why Investors Can Be Thankful This Holiday Season

November 25, 2025November 25, 2025 Jared Friedman CFP®Investing Intelligence

As the holiday season begins, it’s a nice moment to pause, take stock, and feel grateful—for the people in our lives and for the progress we’ve made. Investors often worry about what could go wrong and forget what’s gone right. […]

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One Economy, Two Experiences

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

The stock market hits new highs. Luxury brands shatter earnings expectations. Delta sells more premium seats than coach. And yet… Some people postpone medical care. Food bank lines stretch around city blocks. Car repossessions have spiked. So…is the economy booming […]

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Waiting to collect Social Security until age 70…is it worth it?

November 11, 2025November 11, 2025 Jared Friedman CFP®Financial Planning

You’ve probably heard some version of this advice: “Wait until 70 to claim Social Security. You’ll get the biggest check.” Mathematically, that’s true. But real life doesn’t follow spreadsheet logic. The idea that waiting is always better has become something […]

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Is there an AI bubble?

November 4, 2025November 4, 2025 Jared Friedman CFP®Investing Intelligence

With artificial intelligence all over the financial headlines and the stock market reaching new highs, some people are wondering if we’re experiencing another bubble similar to the dot-com era. It’s a fair question, and one we take seriously, especially given […]

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Roth IRA vs. Traditional IRA: Which One Makes More Sense for You?

October 28, 2025October 28, 2025 Jared Friedman CFP®Financial Planning

If you’re saving for retirement, you’ve probably asked the classic question: Should I contribute to a Roth IRA or a Traditional IRA? Both accounts are powerful tools—but which one fits you best depends on your tax bracket today, your expected […]

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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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