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Understanding How Cash Fits Into Your Investment Portfolio

July 14, 2026July 14, 2026 Jared Friedman CFP®Financial Planning

The baseball player Yogi Berra once said that “a nickel ain’t worth a dime anymore.” With inflation still elevated, many people may be feeling this way as well. Not only are everyday costs higher due to energy prices, but short-term […]

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Retirement Math Is Easy. Real Life Is Not.

July 7, 2026July 7, 2026 Jared Friedman CFP®Financial Planning

On paper, your retirement may look perfectly fine. The nest egg is there, the projections check out, and the spreadsheet says you’re on track. So why does it still feel unclear and unsettled? Because most retirement decisions don’t happen in […]

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July 4th

June 30, 2026June 30, 2026 Jared Friedman CFP®Financial Planning

–the Daily Stoic What would you fight so hard for? Your family of course…. but an idea? An idea of what the future can be? In financial planning we fight every day for an idea. That idea is your future. […]

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Tempted by the mega-IPO rush?

June 23, 2026June 23, 2026 Jared Friedman CFP®Investing Intelligence

It’s hard to open a news app right now without seeing another story about the mega-IPO rush. SpaceX just went public in the largest IPO in history, debuting on the Nasdaq at a valuation north of $2 trillion. OpenAI and […]

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Advanced Estate Planning to Optimize the Transfer of Family Wealth

June 2, 2026June 2, 2026 Jared Friedman CFP®Financial Planning

For many people, the wealth they have accumulated over a lifetime is more than just about money. It represents years of hard work, discipline, and sacrifice to ensure they can have a comfortable retirement, take care of their families, and […]

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Recent Posts

  • Understanding How Cash Fits Into Your Investment Portfolio
  • Retirement Math Is Easy. Real Life Is Not.
  • July 4th
  • Tempted by the mega-IPO rush?
  • Why the economy feels so confusing right now

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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