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How to Achieve Your Financial Goals with Professional Guidance

August 16, 2023August 16, 2023 Jared Friedman CFP®Financial Planning

In today’s complex financial landscape, achieving your long-term financial goals requires careful planning, expert advice, and a well-thought-out strategy. This is where a financial planner steps in. This blog post aims to shed light on the myriad advantages of utilizing […]

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How Personal Savings Affect the Economy

August 8, 2023August 8, 2023 Jared Friedman CFP®Investing Intelligence

Despite the economic uncertainty of the past year, everyday individuals and households have been resilient. Consumer spending has remained steady in the face of high inflation, rising interest rates, housing market challenges, and layoffs in sectors such as tech. While […]

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The History of the IRS: From Its Origins to Today’s Tax System

August 1, 2023August 1, 2023 Jared Friedman CFP®Financial Planning

The Internal Revenue Service (IRS) is an integral part of the United States tax system, responsible for collecting taxes, enforcing tax laws, and providing taxpayer assistance. In this blog post, we will delve into the history of the IRS, from […]

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Investing in Property: A Comprehensive Guide to Building Wealth Through Real Estate

July 25, 2023July 25, 2023 Jared Friedman CFP®Investing Intelligence

Investing in property has long been recognized as one of the most effective ways to build wealth and achieve financial freedom. The potential benefits of real estate investment are vast, ranging from generating passive income to enjoying long-term appreciation and […]

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Roth IRAs: A Guide to Tax-Free Retirement Savings

July 18, 2023July 18, 2023 Jared Friedman CFP®Financial Planning

Planning for retirement is a critical aspect of financial well-being, and one effective tool for tax-free retirement savings is the Roth Individual Retirement Account (IRA). In this post, we will explore the ins and outs of Roth IRAs, outlining their […]

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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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