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Invest Now

June 6, 2018 Jared Friedman CFP®Financial Planning

Invest in yourself. Do not stop learning.  Today, with access to the Kahn Academy or Udemy the opportunity to learn a new skill or hobby is limitless.  There are even major universities offering Graduate level courses online for free! Check […]

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Rule Your RMD

June 5, 2018 Jared Friedman CFP®Financial Planning

For many, Individual Retirement Accounts (IRAs) are a key retirement savings vehicle, either at the onset of saving, or later, perhaps when a pension, profit-sharing, or 401(k) plan will, more than likely, be consolidated into an IRA. An integral part […]

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7 Steps To Get Ahead of Retirement Planning

June 1, 2018 Jared Friedman CFP®Financial Planning

The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to help you achieve your overall objectives: Review your current financial […]

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Bond Basics

May 30, 2018June 18, 2018 Jared Friedman CFP®Investing Intelligence

When it comes to investing, you can be either an owner or a lender. If you own stock (or shares of a mutual fund that invests in stocks), you are a shareholder and literally own part of a company. The […]

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Know Your Investing Risks

May 29, 2018June 18, 2018 Jared Friedman CFP®Investing Intelligence

Most investors know that they should evaluate their risk tolerance when considering an investment. Oftentimes, investors think of risk only in terms of possibly losing money. However, in the investment world, risk is broadly defined as the probability that 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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