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Tax Refund? What to Do with It

April 23, 2025April 23, 2025 Jared Friedman CFP®Financial Planning

Tax season can feel like a relief, especially if you’re expecting a refund. While it’s tempting to spend that refund on something fun, why not consider using it to strengthen your financial future? Pay Down Debt If you have high-interest […]

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Seven Habits of Financially Literate People

April 15, 2025April 15, 2025 Jared Friedman CFP®Financial Planning

If you’ve ever wondered what makes some people truly financially literate, it’s not just about understanding your budget and investments. Financially literate investors understand that it’s all about setting goals, sticking to a plan, and being disciplined with how they […]

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The Importance of Offense and Defense in Challenging Markets

April 8, 2025April 8, 2025 Jared Friedman CFP®Investing Intelligence

Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding with counter-tariffs, increasing the odds of a worst-case trade war scenario. Markets in […]

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Navigating Tariff Uncertainty and Ongoing Market Volatility

April 1, 2025April 1, 2025 Jared Friedman CFP®Investing Intelligence

With the stock market back near correction territory due to tariff concerns, some investors may feel as if the market is stuck in a “Groundhog Day” loop. Fears of a trade war have kept markets choppy all year, with the […]

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The Impact of “Buy Now, Pay Later”

March 25, 2025March 25, 2025 Jared Friedman CFP®Financial Planning

You’ve probably seen it at checkout—an option to buy what you want now and pay for it later in smaller chunks. It sounds great, right? No waiting, no credit card hassle, just easy installments. “Buy Now, Pay Later” (BNPL) services […]

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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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