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Financial Planning

College FAFSA: Everything You Need To Know and Do

November 2, 2022November 2, 2022 Jared Friedman CFP®Financial Planning

Millions of people miss out on federal aid, grants, and loans partially due to a simple reason: ignorance. Most people think you must be in need or low-income to get help.  Some think you need to be successful before you’re […]

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The Top 5 Investment Secrets of the Wealthy: Start Investing Early, Leverage Other People’s Money, and More!

October 19, 2022October 19, 2022 Jared Friedman CFP®Financial Planning

You don’t get wealthy by accident – the wealthy know some secrets about investing that help them get richer and stay wealthy.  Asides from personal accomplishments, I’ve worked with, coached and learned from some of the wealthiest people in the […]

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Sequence of Returns: Everything You Need To Know

September 20, 2022September 20, 2022 Jared Friedman CFP®Financial Planning, Investing Intelligence

It’s possible you think about your investments and retirement planning once in a while and don’t fully understand what you’re doing…. If so, you’re not alone.  Many people shy away from finance because it’s confusing. This is especially true when […]

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Is a Retirement Bucket Strategy for You

September 7, 2022September 7, 2022 Jared Friedman CFP®Financial Planning

According to a study released in the Journal of Population Ageing, retirees are twice more likely to report depressive symptoms than those still working. The CDC also reports that the suicide rate of men aged 75 years and above are […]

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Finance Psychology: Secret to Generational Wealth

August 30, 2022August 30, 2022 Jared Friedman CFP®Financial Planning

A good parent’s dream is to leave a legacy for their children and their generation. And one way to ensure that is by building generational wealth. About 70% of families lose their wealth in the second generation, while 90% lose […]

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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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