Grunden Financial Advisory, Inc.

03/25/2026

Big news! As previously announced, we’ve joined Allworth Financial. On March 31st we’ll be moving our social communications to , where you can find new articles and resources. Start following today.

03/17/2026

Exciting announcement! We’ve recently formed an exciting new partnership with award-winning Allworth Financial. To learn more, visit: https://allworthfinancial.com/grunden-financial-advisory

12/30/2025

Every year brings its own version of uncertainty, but 2025 underscored something we see again and again: durable financial outcomes tend to come from discipline, not reaction.

As we head into 2026, we’re doubling down on the fundamentals that consistently serve clients well: right-sized risk, smart tax positioning, disciplined rebalancing, and a plan that adapts as life changes. Markets may be unpredictable, but your strategy doesn’t have to be. https://bit.ly/40qNbVs

12/25/2025

A very Merry Christmas from all of us at Grunden Financial Advisory, Inc. 🎄

This season is a reminder to pause and take stock of what matters most: the people, traditions, and moments that don’t show up on a balance sheet but shape our lives all the same.

We hope your Christmas brings rest, clarity, and connection. Here’s to a new year filled with purpose and possibility.

12/23/2025

Navigating college planning while maintaining long-term financial goals can be complex. Our latest blog seeks to simplify. Read on for a breakdown of FAFSA facts every parent should know, including how aid is calculated, the role of 529 plans, and why completing the form can open more opportunities for your family.

Learn the key FAFSA facts every parent should know to navigate college financial aid, plan effectively, and support both your child’s and your future.

12/18/2025

As the year winds down, many families start thinking about how to make their charitable dollars go further. Whether you’re exploring tax-efficient strategies or simply want to give more intentionally, a thoughtful plan can make all the difference. 🎁

Our latest blog shares how to align your generosity with your long-term financial goals.

Learn how to create a purposeful charitable giving plan that aligns generosity with your long-term financial goals. DAFs, QCDs, family philanthropy.

12/17/2025

Thinking about trying to time the market? Dave Ragan shares why patience and a long-term strategy often work better for consistent results. Want to learn more? Get our Pursuing a Better Investment Approach Fact Sheet. https://grunden.com/pursuing-a-better-investment-approach-fact-sheet/

12/16/2025

Thoughtful donors know that impactful giving takes more than good intentions. There needs to be strategy behind it. Whether you’re supporting your community, a favorite nonprofit, or a long-term philanthropic vision, the way you structure your contributions matters.

In this webinar, our team dives into four essential techniques that can help families give with more clarity, more efficiency, and more purpose. If you’re looking to elevate your charitable strategy, this session offers a strong foundation: https://bit.ly/48etemA

12/11/2025

Before the end of the year is here, a few financial to-dos can make a real difference in your 2026 outlook. Roth conversions, charitable contributions, FSA balances, RMDs, and tax-loss harvesting all come with December 31 deadlines.

If you’re unsure which moves apply to you, now’s the time to ask. https://grunden.com/contact-us/

12/10/2025

The Christmas season often highlights the idea of giving, but stewardship reaches further. It’s the ongoing practice of managing your resources, financial and otherwise, with intention, patience, and perspective.

As the year closes, it’s worth reflecting on how your decisions have supported the life you’re building, and where a shift in focus might serve you better in the new year. Good stewardship is rarely about big gestures; it’s the steady choices that compound over time.

12/09/2025

In our latest webinar, host Dave Ragan, CFP®, AIF®, and guest speaker Cozy Wittman of College Inside Track discussed planning for college amidst rising costs and a shifting financial aid landscape.

Here, they touch on the trend of increased college tuition rates, especially when compared to most other industries.

Access the full webinar here to learn about the impact of rising costs and much more: https://bit.ly/4pnYEhF

12/03/2025

A well-planned Christmas season is one of the simplest ways to reduce financial stress heading into the new year. By identifying where your spending tends to expand (think gifts, travel, or seasonal events) you can put guardrails in place that protect your liquidity and keep your goals on track. A little planning now can create meaningful breathing room later.