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Financial Planning for Aging Parents

September 5, 2019September 5, 2019 Jared Friedman CFP®Financial Planning

Old age happens to everyone, hopefully. And when we start to see the signs of age showing for our loved ones, it’s time to have some honest conversations about financial planning for our aging parents. Ideally, the time to start […]

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5 Financial Planning Tools Everyone Should Have By 35

August 27, 2019August 27, 2019 Jared Friedman CFP®Financial Planning, Investing Intelligence, Millennials

5 Financial Planning Tools Everyone Should Have By 35 Turning 35 is a milestone birthday because it marks another epoch in your adult history. Now you are fully a decade past college, past being on mom and dad’s insurance, likely […]

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Do Presidential Tweets Move the Market?

August 26, 2019August 26, 2019 Jared Friedman CFP®Investing Intelligence

No president in history has personally used social media more than Donald Trump. His tweets have given us unprecedented insight into what the most powerful man in the world is thinking on an almost-daily basis

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When The Market Attacks Again: How to Invest in a Volatile Market

August 15, 2019August 21, 2019 Jared Friedman CFP®Investing Intelligence

2017 or 2018 or 2019……same rules apply. 

2017 was a year like no other.  Steady growth in the market for the whole year… Literally the whole year.  Every statement that came in the mail was higher than the previous one.  Easy peasy.

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How to Not Fall Victim to a Ponzi Scheme and Vet Your Investment Advisor

August 6, 2019August 15, 2019 Jared Friedman CFP®Investing Intelligence

Don’t let your fear of falling victim to a Bernie Madoff-like ponzi scheme inhibit your financial growth. Learn how to vet your investment advisor using these simple steps

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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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