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Financial Planning

Life Insurance – Protection for Your Family

June 6, 2023June 6, 2023 Jared Friedman CFP®Financial Planning

In our busy lives, it’s easy to overlook the importance of life insurance. We may think we’re invincible or believe that it’s an unnecessary expense. However, the reality is that life insurance plays a crucial role in protecting our loved […]

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An Emergency Fund

May 23, 2023May 23, 2023 Jared Friedman CFP®Financial Planning

An emergency fund is a little bit like insurance. You’re not going to need it all the time, but when you do need it, it’s absolutely crucial for keeping your finances in check. An emergency fund is an account that […]

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Interest Rates and Life

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

Since the late 80’s mortgage rates have been trending down…..until COVID hit, inflation rose and housing inventory dried up Mortgage rates hit bottom late 2020. Since then, they have screamed higher, crossing 7% a few months ago. Where they go […]

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How the Failure of First Republic Impacts the Financial System

May 4, 2023May 4, 2023 Jared Friedman CFP®Financial Planning, Investing Intelligence

On the morning of May 1, it was announced that First Republic Bank had been taken over by the FDIC and sold to JPMorgan Chase. Eleven major banks had previously infused First Republic with $30 billion in deposits to stabilize […]

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15 Ways To Make More Money

April 25, 2023April 25, 2023 Jared Friedman CFP®Financial Planning

Money is an essential aspect of our lives, and we all need it to survive. However, with the rising cost of living, it can be challenging to make ends meet, and sometimes, we need extra cash to achieve our goals […]

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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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