The Rooted resource library
Grow your financial
confidence.
Life brings questions. Start here for conversations, checklists and practical tools to help you connect your money with the life you want to build.
A good place to start
One small step. More understanding.
Make room for a money conversation
Listen to the Money Roots Podcast for conversations about life and finances.
Explore the podcast ↗Put your important details together
Use the Red File Checklist to begin organizing your information.
Open the checklist · PDF ↗Start a family money habit
Bring learning to life with Sammy Rabbit’s story and activities.
Get the activity pack · PDF ↗Find what matters to you.
Browse by topic. Learn at your own pace.
Listen & read
Financial conversations and ideas for everyday life.
- Money Roots PodcastPodcast
Conversations about life, money and the decisions that connect them.
- Strong Roots BlogArticles
Explore financial questions, planning topics and everyday money decisions.
- Market commentary & checklistsResource collection
Browse the dated market notes and planning checklists in our library.
Get your finances organized
Useful tools to put your financial picture in one place.
- The Red File ChecklistPDF · 2026
A checklist for organizing important information and documents.
- Financial organizerPDF worksheet
A place to gather your financial information.
- Important financial numbersPDF · 2026
A reference sheet for the 2026 calendar year.
- Tax document checklistPDF · 2025 tax return
Documents to collect when preparing a 2025 tax return.
Think ahead to retirement
Explore the questions behind your next chapter.
Plan for college & student loans
Resources for the cost of education and the choices around it.
- College cost analysisPDF worksheet
Compare education costs as part of your planning.
- Money-saving strategies for college studentsPDF guide
Explore ways to manage expenses during college.
- When and how to use 529 fundsPDF guide
An introduction to questions around using college savings.
- Student loan repayment checklistArchived PDF · 2024
An earlier checklist of questions to bring to a student loan conversation.
Understand insurance & protection
Guides to help you prepare better questions about coverage.
- Insurance basicsArchived PDF · 2021
An introductory overview of insurance concepts.
- Life insurance checklistArchived PDF · 2024
Questions to consider when reviewing a life insurance policy.
- Disability insurance checklistArchived PDF · 2024
Questions about protecting income during a disability.
- Home, auto & liability coverage checklistArchived PDF · 2024
Questions for reviewing property and casualty coverage.
- Long-term care insurance checklistArchived PDF · 2024
Questions to explore when considering long-term care insurance.
Money, family & caregiving
Start conversations across generations.
- Sammy Rabbit: money activities for kidsPDF activity pack
A story and activities to help children learn about money.
- Planning for aging parentsPDF · 2026
A checklist to help families start a planning conversation.
- A guide to receiving long-term carePDF guide
A step-by-step introduction to arranging care.
Looking for a planning relationship?
Find your next connection.
Rooted Planning Group is at full capacity. Explore the independent planner directories we share for people seeking financial planning.
Find a financial planner ↗Support for the rest of life
Explore other resources.
Our existing directory brings together coaching, college support and other professional services.
Browse outside services ↗Explore the archives
Resources are provided for general education. Publication years are shown where available. Older guides may describe rules or limits that have changed; confirm current information before making a financial decision.
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