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3 Financial New Year’s Resolutions for 2025

January 6, 2025January 6, 2025 Jared Friedman CFP®Financial Planning

The start of the year is the perfect time to prioritize both personal and financial well-being. While physical health often takes center stage in New Year’s resolutions, financial fitness deserves equal attention. This is especially true after two years of […]

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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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3 Reasons Investors Can Be Thankful This Holiday Season

December 3, 2024December 3, 2024 Jared Friedman CFP®Investing Intelligence

After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024. With only a […]

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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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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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