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Finance Psychology: Secret to Generational Wealth

August 30, 2022August 30, 2022 Jared Friedman CFP®Financial Planning

A good parent’s dream is to leave a legacy for their children and their generation. And one way to ensure that is by building generational wealth. About 70% of families lose their wealth in the second generation, while 90% lose […]

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Saving For Retirement? You’re Not Alone.

August 23, 2022August 23, 2022 Jared Friedman CFP®Financial Planning

You’re not alone in your quest to save for retirement. In fact, the majority of Americans believe their retirement will be difficult to achieve without sacrifices and hard work. However, if you start saving now, you may be able to […]

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Scammers Want Your Money

August 18, 2022August 18, 2022 Jared Friedman CFP®Financial Planning

Scams got a big boost during the pandemic and I’ve been hearing about more folks (even very tech-savvy ones) getting caught up. I wanted to write a post with some tips so you and your loved ones can stay safe. […]

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The Case For Life Insurance: Why You Need It, Even If You’re Young And Healthy

August 9, 2022August 9, 2022 Jared Friedman CFP®Financial Planning

Death is an inevitable future. Life insurance provides a safety net for your family or dependents after you’re gone. 53% of households without life insurance say that they wouldn’t be financially secure if the primary income earner suddenly passes away. […]

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How to Spend Responsibly In Good and Bad Times

August 2, 2022August 2, 2022 Jared Friedman CFP®Financial Planning

As the cost of living continues to rise, responsible spending has become a necessary money skill to survive and thrive in this economy. Key takeaways The key to maintaining financial freedom is to have responsible spending habits. Review your budget, […]

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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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