Skip to content
The Art of Financial Planning
  • About
  • Financial Planning
  • Investing Intelligence
  • Millennials
  • Work With Us

Financial Planning

New presidential candidate? (What it could mean)

July 30, 2024July 30, 2024 Jared Friedman CFP®Financial Planning

A lot has happened recently. After weeks of gains, markets slid as investors took a step back from big technology stocks.1 At the same time, a global IT outage took major corporations offline across the world. President Joe Biden withdrew […]

Read more

The Lifestyle Portfolio: Adjusting Investments With Changes In Lifestyle Or Priorities

July 23, 2024July 23, 2024 Jared Friedman CFP®Financial Planning

Investing is often framed as a straightforward journey from point A to point B, where you pick your assets, stay the course, and reap the rewards in the long run. However, life is anything but static. Our priorities, financial goals, […]

Read more

Feeling the “vibecession”?

July 9, 2024July 9, 2024 Jared Friedman CFP®Financial Planning

How do you feel about the state of the economy? In more contemporary terms, what are your “vibes” telling you? Are you feeling confident and comfortable? Or are you feeling a nagging worry that things aren’t going well? If you’re […]

Read more

July 4th

July 2, 2024July 2, 2024 Jared Friedman CFP®Financial Planning

It’s July 4th, 1776. Think about where America was in that moment: Blood in the streets. A revolution against an empire. Families ripped apart because a war forced them to choose sides. Hopeful successes on the battlefield repeatedly followed by […]

Read more

Understanding Your Role and Responsibilities as a Power of Attorney

June 25, 2024June 25, 2024 Jared Friedman CFP®Financial Planning

I wanted to provide you with some essential information regarding the role and responsibilities associated with being named a Power of Attorney (POA).  This is a critical aspect of estate planning and can have significant implications for both you and […]

Read more

Posts navigation

Older posts
Newer posts

Join The Art of Financial Planning to Get Free Financial Resources!

Click Here

Recent Posts

  • Lessons from Warren Buffett for Today’s Market
  • College Planning: Key Financial Considerations
  • Tax Refund? What to Do with It
  • Seven Habits of Financially Literate People
  • The Importance of Offense and Defense in Challenging Markets

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.

Subscribe Today!

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.

Privacy Notice

Show Buttons
Hide Buttons
Bring the Art of Financial Planning to your inbox!
Introduce yourself and your program
Your information will *never* be shared or sold to a 3rd party.