Skip to content
The Art of Financial Planning
  • About
  • Financial Planning
  • Investing Intelligence
  • Millennials
  • Work With Us

RMD Reminder

December 12, 2023December 12, 2023 Jared Friedman CFP®Financial Planning

As we approach the end of the year, it’s essential to ensure that we’re on track with our financial obligations, including Required Minimum Distributions (RMDs) for tax-deferred retirement accounts. This article serves as a reminder to double-check your qualified distributions […]

Read more

Jingle All the Way to Growth: Navigating the Santa Claus Rally

December 5, 2023December 5, 2023 Jared Friedman CFP®Investing Intelligence

As the holiday season approaches, many of us are busy making wish lists, decking the halls, and indulging in festive treats. But for savvy investors, there’s one more holiday tradition to look forward to—the Santa Claus rally! In this financial […]

Read more

5 Ways to Make Investing Easy

November 28, 2023November 28, 2023 Jared Friedman CFP®Investing Intelligence

Investing can be challenging and intimidating, leading many to avoid it altogether. However, with the right strategies, investing can be accessible and straightforward. In this blog post, we will provide five actionable tips to help make investing easy for everyone […]

Read more

Happy Thanksgiving

November 21, 2023November 21, 2023 Jared Friedman CFP®Financial Planning

Meaning of Thanksgiving – The Real Celebration For many of us, the meaning of Thanksgiving usually includes feasting, four-day weekends, football games, floats, family reunions, or a forerunner to winter holidays. The “first Thanksgiving,” however, was neither a feast nor […]

Read more

Which debt do I pay off first?

November 14, 2023November 14, 2023 Jared Friedman CFP®Financial Planning

How do you prioritize and pay down debt? Highest rate first? Lowest balance? Avalanche or snowball? There are two main strategies to tackle debt efficiently: the “avalanche method” and the “snowball method.” The one that works best for your situation […]

Read more

Posts navigation

Older posts
Newer posts

Join The Art of Financial Planning to Get Free Financial Resources!

Click Here

Recent Posts

  • Advanced Estate Planning to Optimize the Transfer of Family Wealth
  • Inflation is higher again. Here’s what to do about it.
  • Don’t Get Played- The Financial Scams That Are Coming for Your Money
  •  April Inflation Update: What’s Driving the Price and What It Means for You
  • 529 Plans Got More Flexible: Why It Might Be Time to Revisit Them

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.

Subscribe Today!

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.

Privacy Notice

Show Buttons
Hide Buttons
Bring the Art of Financial Planning to your inbox!
Introduce yourself and your program
Your information will *never* be shared or sold to a 3rd party.