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Financial Planning

Grateful for You

December 24, 2024December 24, 2024 Jared Friedman CFP®Financial Planning

As we wrap up 2024, I want to take a moment to thank you – on behalf of all of us at The Art of Financial Planning and Redwood Financial Planning – for allowing me to be part of your […]

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Maximize Contributions Before Year-End for Tax Benefits

December 10, 2024December 10, 2024 Jared Friedman CFP®Financial Planning

As the year draws to a close, it’s essential to recognize the significance of maximizing retirement contributions and harnessing valuable tax benefits. Retirement accounts such as 401(k)s, IRAs, and Health Savings Accounts (HSAs) are powerful tools with distinct advantages that […]

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What Will the New Administration Do First?

November 26, 2024November 26, 2024 Jared Friedman CFP®Financial Planning

Now that the election is over, what will the new administration prioritize in the new year? Here are a few things we’re watching in the months ahead: The debt ceiling debate may reignite in early 2025. The debt ceiling, the […]

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Special Update: President Trump’s Election Victory and Investing

November 6, 2024November 6, 2024 Jared Friedman CFP®Financial Planning

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a cause for celebration, while for the other half, this is a disappointing result […]

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Hurricane Impact

October 17, 2024October 17, 2024 Jared Friedman CFP®Financial Planning

It’s been a rough couple of weeks for the Southeast, and I wanted to check in. Storms can take a massive toll on families and communities, with challenges that take months and years to resolve. With an active hurricane season […]

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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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