Grounded Financial Planning

Next up:

Meet Kelsey! ✨

Kelsey helps keep things moving behind the scenes at Grounded Financial Planning. From operations and organization to paperwork and client service details, she plays an important role in making sure our planning process runs smoothly.

Originally from New Orleans and now based in Georgia, Kelsey brings six years of financial planning experience to the team, having previously served as a paraplanner and analyst. She also holds a degree in art from Columbia State, which gives her a unique blend of creativity, problem-solving, and attention to detail.

Outside of the office, she enjoys cooking, gaming, watching movies, and spending time at home with her three cats and dog.

Why did stocks fall after a stronger-than-expected U.S. employment report?

Rick breaks it down:

Why Good Economic News Can Hurt Stocks | Market Commentary Strong employment data should be good news for investors. So why di...

This month, we're taking some time to reintroduce the people behind Grounded Financial Planning. First up:

Meet Leigh Ann! ✨

Leigh Ann has worked in financial services since 2005, after beginning her career as a middle school teacher. Today, she helps make sure clients feel cared for, connected, and supported throughout the planning process. Around the office, she does a little bit of everything: welcoming clients, keeping Will in line, celebrating milestones, helping plan events, and making the office feel warm and inviting.

A proud Union University graduate, Leigh Ann is active in her church, sings in the choir, and loves spending time with her husband, Bill, and their two adult children.

Outside of the office, you can usually find her bundled up on the couch watching a true crime documentary🍿.

Great video from Rick Wedell on the pitfalls of trying to time the market.

Among other things, he highlights a common mistake investors make when weighing the odds of a buy/sell decision.

Check it out:

Why Market Timing Doesn't Work: What the Data Really Shows Is trying to time the market actually a good idea? In this Market C...

For the second year in a row, we had the privilege of supporting United Way of West Tennessee by sponsoring and attending their First Ladies Luncheon!

We were able to fill two tables with friends, family, and clients, which made the experience even more meaningful. Being surrounded by so many inspiring women from across the region is always a highlight of the year.

Thank you to United Way of West Tennessee for hosting such a special event, and to everyone who joined us at the table. We’re already looking forward to next year!

In case you missed it, the IRS has extended the filing deadline for all Tennesseans.

Thanks for the advance notice! 😃

UPDATE: IRS has announced an expansion of tax relief for taxpayers in ALL 95 counties in the state of Tennessee. Tennessee taxpayers now have until June 8, 2026, to file various federal individual and business tax returns and make tax payments. Details: https://www.irs.gov/newsroom/irs-announces-tax-relief-for-taxpayers-impacted-by-winter-storm-fern-in-tennessee-various-deadlines-postponed-to-may-22-2026

Check our tips and other information below on our page!

Consistent with the IRS’s decision to extend federal due dates to June 8, 2026, for those businesses located in a designated disaster area resulting from Winter Storm Fern, the Tennessee Department of Revenue has extended the franchise and excise tax filing and payment due dates to June 8, 2026. Link: https://www.tn.gov/content/dam/tn/revenue/documents/notices/general/26-10.pdf

We're pumped to welcome Griffin Collins to Grounded Financial Planning as our Financial Planning Intern!

Griffin is a rising senior at Freed-Hardeman University, where he’s pursuing a BBA in Finance (Financial Planning) and a BA in Law & Politics.

He’s built an impressive academic track record, holding a 4.0 GPA, earning President’s List honors, and being recognized as a Freed-Hardeman Honors Student, Sewell Scholar, and member of the Alpha Chi Honor Society.

Griffin has also spent time working as an undergraduate legal clerk at Porter, Banks, Baldwin, & Shaw, PLLC and interning with Senator Mitch McConnell.

This summer, he’ll be supporting our team in the financial planning process, meeting preparation, and client service work.

We’re glad to have him on the team and excited to see what’s ahead for him.

Rick just released a new Market Commentary on recent claims that the U.S. is insolvent and what that actually means for investors. It provides important context around government debt and why headlines may not reflect immediate risks.

Watch the latest Market Commentary:

Is the U.S. Really Insolvent? What Investors Should Know A recent headline claims the U.S. has effectively become insolvent. In this commentary, Rick Wedell breaks down what that claim means and why the reality is ...

Rick just released a new Market Commentary on rising geopolitical tensions, oil prices, and recent market volatility. He explains what is driving the uncertainty and how it may affect inflation and investor sentiment.

Watch the latest Market Commentary:

Geopolitical Standoff and Inflation: Why Markets Are Reacting Markets have pulled back as geopolitical tensions rise, and oil prices move higher. In this update, Rick Wedell explains what is driving recent volatility a...

Thank you to Community Foundation of West Tennessee, Ford at BlueOval City, and Grounded Financial Planning for their support as Mockingbird Sponsors at the .