Find your financial footing.
Welcome to The Grounded Investor, your home for free financial education. Explore our articles and resources that were created to bring clarity, awareness, and improvement to your life and finances.
What issues should you consider before you retire?
Thinking about retirement? It's a big decision, with lots of details to nail down to make it a smooth transition. To help, we’re sharing a free checklist tackling 32 critical issues facing soon-to-be-retirees…
The 8-Spoked Wheel of Smart Investing
The investment world doesn’t have to be intimidating. In fact, we help you navigate it with confidence and clarity using our eight-spoked approach that leverages powerful, personalized strategies for your financial success…
Where should your next dollar go?
Make your next dollar count! Our easy-to-use flowchart helps you identify your needs and get more efficient with your savings and investments…
7 Questions To Ask When Interviewing a Financial Advisor
In our previous article, we explored the benefits of personalized financial planning and wealth management. To help you determine whether an advisor offers this kind of approach (or not), here are 7 important interview questions to ask…
One Size Doesn't Fit All: The Future of Finance is Personal
The benefits of personalized planning are clear, but unfortunately this level of advising isn’t the industry standard. That’s why it’s more important than ever to educate and empower yourself to choose the right advisor relationship…
Understanding the “Backdoor” Roth IRA Strategy
Do you earn too much to do a direct Roth IRA contribution? Fortunately, there’s a “back door in” to still contribute. However, it can be complex, with multiple accounts, steps, and special tax rules involved, so check out our flowchart to learn key considerations…
Roth IRA Benefits: Are You Eligible?
Boosting your retirement savings with an account that allows for tax-free growth and tax-free withdrawals sounds pretty great, right? That's what a Roth IRA offers: after-tax contributions, tax-free growth, and tax-free withdrawals (provided certain conditions are met)….