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Financial Planning

The Power of Giving

November 21, 2019November 21, 2019 Jared Friedman CFP®Financial Planning

We’re giving more to charity than ever before. One reason is that giving feels good. It gives us a warm glow that can inspire us to keep giving.

That’s probably why charitable contributions have increased by 5% over the past few years—and experts expect this trend to continue.

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The Retirement Finish Line

November 5, 2019November 5, 2019 Jared Friedman CFP®Financial Planning

If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans.

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Bad Money Habits

October 30, 2019October 30, 2019 Jared Friedman CFP®Financial Planning, Millennials

What bad money habits do you have? What was the last bad financial decision you made? How did that impact you financially and emotionally?

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A Retirement Fact Sheet

October 21, 2019October 21, 2019 Jared Friedman CFP®Financial Planning

Here are some noteworthy financial and lifestyle facts about life after 50 and in retirement that might surprise you.

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Who is a Financial Advisor?

October 16, 2019October 16, 2019 Jared Friedman CFP®Financial Planning, Millennials

Did you know that anyone can call themselves a “financial advisor”? There are no specific criteria to use that title….

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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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