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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 […]

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Unlocking the Path to Financial Wellness: Your Guide to Open Enrollment

November 7, 2023November 7, 2023 Jared Friedman CFP®Financial Planning

Open enrollment – it’s a term that often leaves employees scratching their heads. What exactly is it, and why is it so important? In this post, we’ll demystify open enrollment, shedding light on its significance, and how it can significantly […]

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What the Market Correction Means In The Long Run

October 31, 2023October 31, 2023 Jared Friedman CFP®Financial Planning

The author F. Scott Fitzgerald once wrote that “the test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same time, and still retain the ability to function.” This concept, often referred […]

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Find That Lost Retirement Account

October 24, 2023October 24, 2023 Jared Friedman CFP®Financial Planning

Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional […]

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5 Insights for Long-Term Investors in Q4 2023

October 17, 2023October 17, 2023 Jared Friedman CFP®Investing Intelligence

As the final quarter of the year begins, markets are grappling with rising interest rates and continued economic uncertainty. These factors led the S&P 500 to decline 3.3% (with reinvested dividends) during the third quarter while the U.S. Aggregate bond […]

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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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