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Understanding Social Security and Your Retirement Plan

July 22, 2025July 22, 2025 Jared Friedman CFP®Financial Planning

Social Security is a government program that helps retired Americans. It has been around for 90 years. As more people get older, many worry if Social Security will still be there when they retire. Social Security is important, but it […]

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The Middle East Conflict: How Wars Impact Investors

June 18, 2025June 18, 2025 Jared Friedman CFP®Investing Intelligence

The conflict between Israel and Iran has captured global attention and created uncertainty in financial markets. Israeli strikes on Iranian nuclear facilities and military targets began on June 13 and quickly led to retaliatory attacks. While the situation is still […]

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Should You Consider a Roth Conversion This Year?

March 11, 2025March 11, 2025 Jared Friedman CFP®Financial Planning

A Roth IRA offers a powerful way to create tax-free income in retirement, especially if it aligns with your long-term financial strategy. Since Roth IRA contributions are made with after-tax dollars, qualified withdrawals can be entirely tax-free, provided IRS requirements […]

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Maximize Contributions Before Year-End for Tax Benefits

December 10, 2024December 10, 2024 Jared Friedman CFP®Financial Planning

As the year draws to a close, it’s essential to recognize the significance of maximizing retirement contributions and harnessing valuable tax benefits. Retirement accounts such as 401(k)s, IRAs, and Health Savings Accounts (HSAs) are powerful tools with distinct advantages that […]

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3 Reasons Investors Can Be Thankful This Holiday Season

December 3, 2024December 3, 2024 Jared Friedman CFP®Investing Intelligence

After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024. With only a […]

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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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