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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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Market Swings & Your Portfolio: What Really Matters

March 18, 2025March 18, 2025 Jared Friedman CFP®Investing Intelligence

What’s Happening Sure, all this can be scary when you see it dominating the headlines.   Please know we are watching, we are waiting and we are being patient.  We are prepared to take some risk off if our indicators tell […]

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Should You Consider a Roth Conversion This Year?

March 11, 2025March 11, 2025 Jared Friedman CFP®Financial Planning

A Roth IRA offers a powerful way to create tax-free income in retirement, especially if it aligns with your long-term financial strategy. Since Roth IRA contributions are made with after-tax dollars, qualified withdrawals can be entirely tax-free, provided IRS requirements […]

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Is Market Risk Rising?

March 4, 2025March 6, 2025 Jared Friedman CFP®Financial Planning, Investing Intelligence

After reaching more new highs recently, markets have pulled back and gotten choppy. Let’s break down what’s happening and why it matters. What’s driving recent volatility? Concerns about the impact of inflation and tariffs on consumer sentiment are one major […]

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Feeling uneasy about the market?

February 26, 2025February 26, 2025 Jared Friedman CFP®Investing Intelligence

It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions, and a potential economic slowdown in 2025. Even seasoned investors can feel uneasy when faced with […]

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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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