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Financial Planning

Happy Thanksgiving

November 21, 2023November 21, 2023 Jared Friedman CFP®Financial Planning

Meaning of Thanksgiving – The Real Celebration For many of us, the meaning of Thanksgiving usually includes feasting, four-day weekends, football games, floats, family reunions, or a forerunner to winter holidays. The “first Thanksgiving,” however, was neither a feast nor […]

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Which debt do I pay off first?

November 14, 2023November 14, 2023 Jared Friedman CFP®Financial Planning

How do you prioritize and pay down debt? Highest rate first? Lowest balance? Avalanche or snowball? There are two main strategies to tackle debt efficiently: the “avalanche method” and the “snowball method.” The one that works best for your situation […]

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Unlocking the Path to Financial Wellness: Your Guide to Open Enrollment

November 7, 2023November 7, 2023 Jared Friedman CFP®Financial Planning

Open enrollment – it’s a term that often leaves employees scratching their heads. What exactly is it, and why is it so important? In this post, we’ll demystify open enrollment, shedding light on its significance, and how it can significantly […]

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What the Market Correction Means In The Long Run

October 31, 2023October 31, 2023 Jared Friedman CFP®Financial Planning

The author F. Scott Fitzgerald once wrote that “the test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same time, and still retain the ability to function.” This concept, often referred […]

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Find That Lost Retirement Account

October 24, 2023October 24, 2023 Jared Friedman CFP®Financial Planning

Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional […]

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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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