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Money Saving Tips of the Week

August 18, 2017 Jared Friedman CFP®Money Saving Tips of the Week

Monday: The library is the greatest treasure for you and your kids. Go today. #MSTD Tuesday:Used items make a ton of sense. Not everything has to be brand spankin new! #MSTD Wednesday: Save $5 bills. Do not spend them. You […]

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The Danger of Market Volatility

August 18, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

When Is Market Volatility Most Dangerous? Though a market downturn generally isn’t fun for most people, its timing can have a greater impact on some investors than on others. For example, a market downturn can have greater significance for retirees […]

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6 Keys to Successful Investing

August 17, 2017 Jared Friedman CFP®Financial Planning

A successful investor maximizes gain and minimizes loss. A successful person accomplishes their financial goals. Investing is one strategy we can use to accomplish those goals. But there is no guarantee that any investment strategy will be successful, which means […]

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What Does Stepped-Up Basis Mean?

August 14, 2017 Jared Friedman CFP®Frequently Asked Questions

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week.   What is a stepped-up basis for […]

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Money Saving Tips of the Week!

August 11, 2017August 11, 2017 Jared Friedman CFP®Money Saving Tips of the Week

Monday: Review all your bills!  Cut the cord, reduce your electric, etc! #MSTD Tuesday:You need a life plan. Write down your 1, 5, 10 year goals today. Business and personal. Look at them every day. #MSTD Wednesday: Go for a […]

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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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