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Financial Planning

Do you know your 401(k) options?

May 21, 2024May 21, 2024 Jared Friedman CFP®Financial Planning

Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings. But if you’ve moved on from your 401(k) employer or are planning a transition soon, do you feel prepared to […]

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The Power of Smart Credit

May 14, 2024May 14, 2024 Jared Friedman CFP®Financial Planning

In addition to maximizing rewards and building credit, it’s essential to emphasize the importance of responsible credit utilization and effective risk management. While credit can be a useful tool, it is critical to employ sound financial strategies to mitigate potential […]

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Why Cash Is Not a Long-Term Investment

May 7, 2024May 7, 2024 Jared Friedman CFP®Financial Planning

In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical events, Fed rate hikes, inflation, gridlock in Washington, technology trends, […]

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How Investors Can Navigate Market Pullbacks, Geopolitical Risk, and More

April 24, 2024April 24, 2024 Jared Friedman CFP®Financial Planning

After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline, pushing […]

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“Magic” Retirement Number

April 16, 2024April 16, 2024 Jared Friedman CFP®Financial Planning

New research has found a new “magic” retirement savings number. (I explain how inflation factors in below.) I say “magic” because if you put 10 people in a room, you’ll get 10 different opinions about how much you should save […]

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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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