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Roth IRA Conversions

August 5, 2020August 5, 2020 Jared Friedman CFP®Financial Planning, Millennials

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement.
However, difficult times may open doors to new possibilities.

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Should I Refinance?

July 28, 2020July 28, 2020 Jared Friedman CFP®Financial Planning

If you purchased your house years ago, you might be wondering: is now a good time to refinance?

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The Economy- What’s Up?

July 21, 2020July 21, 2020 Jared Friedman CFP®Financial Planning

The reality is the “V-Shaped” recovery economists wanted seem to be fading.1

Though businesses reopened and millions of people got their jobs back, millions more are still unemployed.2 And more layoffs are coming.3

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Satellite Investing: Managing Volatility for Investing Success

July 16, 2020July 16, 2020 Jared Friedman CFP®Investing Intelligence

Investing should be boring. Well, for the most part. Sounds great, time to stop reading right? Wait, hear me out. Your investment strategy should not be a rollercoaster filled with perilous drops and riveting climbs.

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How The Navy SEALs Cope

July 14, 2020July 14, 2020 Jared Friedman CFP®Financial Planning

The purpose of this video is to help you make better decisions when the world is uncertain. We are turning to the U.S. Navy SEALs for lessons on how to cope with stress and uncertainty and still accomplish your goals!

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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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