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Financial Planning

6 Keys to Successful Investing

August 17, 2017 Jared Friedman CFP®Financial Planning

A successful investor maximizes gain and minimizes loss. A successful person accomplishes their financial goals. Investing is one strategy we can use to accomplish those goals. But there is no guarantee that any investment strategy will be successful, which means […]

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Generation X – Financial Success Go Get It!

August 10, 2017 Jared Friedman CFP®Financial Planning

  Are you in your thirties? So called “post boomers” or “Generation X”—face a variety of challenges in their quest for financial security. Some of these challenges are similar to those faced by previous generations, while others are unique to […]

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Voluntary Benefits – Fill in the Gaps!

August 9, 2017 Jared Friedman CFP®Financial Planning

Many successful businesses are increasing the use of voluntary benefit plans to assist employees in obtaining additional benefits on a group basis, at generally lower costs. The employer generally offers these plans at a discount, in addition to “core” benefit […]

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5 Financial Planning Tips for New Parents

August 3, 2017 Jared Friedman CFP®Financial Planning

How to stay financially sane when your world has been flipped upside down!   Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand–from sticky-finger hugs to heartfelt pleas to tag along on […]

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You Get a Credit Score and You Get a Credit Score, Everyone Gets a Credit Score!

August 2, 2017 Jared Friedman CFP®Financial Planning

It’s difficult to imagine functioning in today’s world without credit. Whether buying a car or purchasing a home, credit has become an integral part of our everyday lives. Having easy access to credit goes hand in hand with having a […]

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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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