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Should You Consider a Roth Conversion This Year?

March 11, 2025March 11, 2025 Jared Friedman CFP®Financial Planning

A Roth IRA offers a powerful way to create tax-free income in retirement, especially if it aligns with your long-term financial strategy. Since Roth IRA contributions are made with after-tax dollars, qualified withdrawals can be entirely tax-free, provided IRS requirements […]

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Is Market Risk Rising?

March 4, 2025March 6, 2025 Jared Friedman CFP®Financial Planning, Investing Intelligence

After reaching more new highs recently, markets have pulled back and gotten choppy. Let’s break down what’s happening and why it matters. What’s driving recent volatility? Concerns about the impact of inflation and tariffs on consumer sentiment are one major […]

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Feeling uneasy about the market?

February 26, 2025February 26, 2025 Jared Friedman CFP®Investing Intelligence

It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions, and a potential economic slowdown in 2025. Even seasoned investors can feel uneasy when faced with […]

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5 Important Tax Considerations for Your Financial Planning

February 18, 2025February 18, 2025 Jared Friedman CFP®Financial Planning

Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.” This observation from the Nobel Prize-winning physicist remains relevant today, as our tax system has only grown more complex in the decades […]

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Are You Being Influenced?  How social media ads impact your spending habits

February 11, 2025February 11, 2025 Jared Friedman CFP®Financial Planning

Have you ever found yourself scrolling through social media only to stumble across an ad that feels like it was made just for you? Before you know it, you click “Add to Cart” without a second thought. That’s the power of […]

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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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