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Millennials

Financial Success is More Mental Than Physical

September 9, 2020September 9, 2020 Jared Friedman CFP®Financial Planning, Millennials

Becoming a financial success might sound like you need to make a ton of money, but it’s actually more about what you do with the money you have than the size of your annual income. Here are 5 keys to financial success that prove it is more about action than accumulation.

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Think You Are Too Busy For Your Finances?

August 19, 2020August 19, 2020 Jared Friedman CFP®Financial Planning, Millennials

Life moves at a rapid clip, for everyone. At some point we all find ourselves getting overwhelmed with the day to day to do list and forget about other important things, like managing our budget, retirement accounts, investments, and savings. Perhaps these seem unimportant or maybe they can just be ignored for a while.

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15 Financial Planning Life Hacks

August 11, 2020August 11, 2020 Alice SibleyFinancial Planning, Millennials

We are all looking for an awesome life hack, some way that we can improve our life with simple changes. Maybe you even started brushing your teeth in the shower to save time and be more proactive. But life hacks are not all about productivity. Check out these 15 financial planning tips to hack your finances.

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Roth IRA Conversions

August 5, 2020August 5, 2020 Jared Friedman CFP®Financial Planning, Millennials

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement.
However, difficult times may open doors to new possibilities.

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Time is On Your Side

June 23, 2020June 23, 2020 Jared Friedman CFP®Financial Planning, Investing Intelligence, Millennials

The earlier you start pursuing financial goals, the better your outcome may be.

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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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