The
Grounded Wealth
Blog
Commonsense financial planning articles and insights from your financial advocate.
Spread the Joy: Qualified Charitable Donations Make a Positive Impact
Jun 28, 2023
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In a world where kindness and compassion matter more than ever, qualified charitable donations (QCDs) have emerged as a beacon of hope. These unique contributions not only support causes close to...
Maximizing Returns with Tax Loss Harvesting: A Savvy Investor's Guide
Jun 19, 2023
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When it comes to investing, one often hears about strategies to maximize returns. One lesser-known yet highly effective approach is tax loss harvesting. While the term might sound daunting, tax...
5 Reasons To Sell Your Company Stock
Jun 13, 2023
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First, writing this article makes me nervous even before beginning. The reason is that there can be a lot riding on a person's company stock, fortunes have been made and lost with company equity...