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Financial Planning

How the Highest Real Yields Since 2009 Affect Investors

September 5, 2023September 5, 2023 Jared Friedman CFP®Financial Planning, Investing Intelligence

Interest rates have swung wildly over the past two years in response to inflation, economic concerns, and market volatility. After falling as low as 3.3% earlier this year, the 10-year U.S. Treasury is now yielding around 4.2%, back to where […]

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Ignoring the right things? (overlooked principles)

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

Quick question: What do you usually find yourself reading? News summaries, headlines, and quick bits to keep yourself updated? Or longer reads like books and articles? We’re ever more inundated with information that’s eager to capture our attention. We click […]

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How to Achieve Your Financial Goals with Professional Guidance

August 16, 2023August 16, 2023 Jared Friedman CFP®Financial Planning

In today’s complex financial landscape, achieving your long-term financial goals requires careful planning, expert advice, and a well-thought-out strategy. This is where a financial planner steps in. This blog post aims to shed light on the myriad advantages of utilizing […]

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The History of the IRS: From Its Origins to Today’s Tax System

August 1, 2023August 1, 2023 Jared Friedman CFP®Financial Planning

The Internal Revenue Service (IRS) is an integral part of the United States tax system, responsible for collecting taxes, enforcing tax laws, and providing taxpayer assistance. In this blog post, we will delve into the history of the IRS, from […]

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Roth IRAs: A Guide to Tax-Free Retirement Savings

July 18, 2023July 18, 2023 Jared Friedman CFP®Financial Planning

Planning for retirement is a critical aspect of financial well-being, and one effective tool for tax-free retirement savings is the Roth Individual Retirement Account (IRA). In this post, we will explore the ins and outs of Roth IRAs, outlining their […]

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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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