Rooted Planning Group, 10 East Market Street, Corning, NY (2026)

08/31/2026

A large position in one stock, business, or other asset can increase risk, especially if that position has grown over time.
Now is a good time to evaluate how much of your net worth is tied to a single asset and consider whether adjustments may be appropriate. Reviewing potential tax implications and exploring gradual rebalancing or diversifying strategies can help create a more balanced approach.

"Life is about events, supported by your dollars and cents!" - Amy Irvine

The Legal Stuff: https://www.rootedpg.com/website-disclosure

08/29/2026

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matter in the financial world. Each of these three indicators offers a different perspective on pricing trends and the broader economy. Swipe through to learn more.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

The Legal Stuff: https://www.rootedpg.com/website-disclosure

08/28/2026

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings may need to go further than you initially expected. This also means your financial strategy should be built to support an extended retirement. Swipe to learn more.

Reminder: This material has been prepared for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. None of the content herein should be construed as individualized advice or recommendations. Individualized advice should be sought from the professional(s) of the reader’s choosing. Rooted Planning Group is neither a law firm nor an accounting firm, and no content herein should be construed as legal or accounting advice. Past performance does not guarantee future results. All investing involves risk, including risk of loss.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

The Legal Stuff: https://www.rootedpg.com/website-disclosure

07/30/2026

As employers continue enhancing their retirement benefits, one question often comes up: Should you offer a Roth 401(k) alongside a traditional 401(k)? Because employee financial situations vary, offering both options can provide helpful flexibility. Swipe through for factors to consider.

If you would like to discuss whether adding a Roth option to your organization makes sense, contact us. We would be happy to review your current retirement plan and help you evaluate your options.

This material has been prepared for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. None of the content herein should be construed as individualized advice or recommendations. Individualized advice should be sought from the professional(s) of the reader’s choosing. Rooted Planning Group is neither a law firm nor an accounting firm, and no content herein should be construed as legal or accounting advice. Past performance does not guarantee future results. All investing involves risk, including risk of loss.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

The Legal Stuff: https://www.rootedpg.com/website-disclosure

07/28/2026

When it comes to retirement income, balance is often key. For many, the goal is not only to enjoy the lifestyle you have worked hard for but also to ensure your financial strategy can withstand changing market conditions over time. Swipe through to learn more about guardrails and flexible income strategies in retirement.

Retirement income planning is not one-size-fits-all. Flexibility can play a key role in helping your plan stay on track. Call us today if you would like to review your current strategy or explore your options.

This material has been prepared for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. None of the content herein should be construed as individualized advice or recommendations. Individualized advice should be sought from the professional(s) of the reader’s choosing. Past performance does not guarantee future results. All investing involves risk, including risk of loss.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

The Legal Stuff: https://www.rootedpg.com/website-disclosure

07/23/2026

Business changes can create uncertainty for employees, especially regarding their retirement savings. One of the most important roles of a 401(k) advisor during these transitions is helping plan sponsors navigate decisions while keeping participants informed and supported. Swipe to learn more.

If your organization is considering or currently undergoing a business change, contact us to discuss how we can support your 401(k) plan before, during, and after the transition.

This material has been prepared for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. None of the content herein should be construed as individualized advice or recommendations. Individualized advice should be sought from the professional(s) of the reader’s choosing. Rooted Planning Group is not a law firm, and no content herein should be construed as legal advice. Past performance does not guarantee future results. All investing involves risk, including risk of loss.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

The Legal Stuff: https://www.rootedpg.com/website-disclosure

07/18/2026

Hackers do not necessarily hack anymore. Sometimes they simply log in.

In this episode of Money Roots, Amy Irvine talks with cybersecurity expert Robert Siciliano about the habits criminals exploit and the practical steps that can help protect your identity, financial accounts, family, and business.

You will hear why password managers, unique passwords, two-factor authentication, and a simple pause to verify can make a meaningful difference.

Listen here: https://tinyurl.com/2my5mz2m
"Life is about events, supported by your dollars and cents!" - Amy Irvine

The Legal Stuff: https://www.rootedpg.com/website-disclosure

07/16/2026

Business transitions often require careful planning for retirement plans. Once a decision is made about the future of a 401(k) plan, plan sponsors typically need to address several operational and compliance considerations. Swipe through to learn more.

If your organization is navigating a business transition, contact us to discuss how to keep your plan working for you and your employees.

This material has been prepared for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. None of the content herein should be construed as individualized advice or recommendations. Individualized advice should be sought from the professional(s) of the reader’s choosing. Rooted Planning Group is not a law firm, and no content herein should be construed as legal advice. Past performance does not guarantee future results. All investing involves risk, including risk of loss.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

The Legal Stuff: https://www.rootedpg.com/website-disclosure

07/13/2026

Summer has a way of sneaking up on all of us, making it hard to believe we’re already halfway through the year. It can also be a natural time to check in on your 401(k) offerings and ensure they continue to work for you and your team.

Whether you have questions, need to make adjustments, or simply want to revisit your plan, our team is here to support you this summer and beyond.

If something has been on your mind or you would simply like to connect, do not hesitate to reach out. We are here to help keep your plans moving forward.

Past performance does not guarantee future results. All investing involves risk, including risk of loss.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

The Legal Stuff: https://www.rootedpg.com/website-disclosure

07/11/2026

Business changes such as mergers, acquisitions, divestitures, or corporate restructurings often raise important questions about a company’s retirement plan. Understanding what may happen to a 401(k) plan during these transitions can help business owners plan ahead and support their employees.

When companies combine or restructure, retirement plans may be handled in several different ways depending on the structure of the transaction and the goals of the organizations involved. Swipe for common outcomes.

If your organization is preparing for a merger, acquisition, or restructuring, contact us to discuss how we can help with 401(k) plans and steps that can help facilitate a smooth transition.

Please note this material has been prepared for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. None of the content herein should be construed as individualized advice or recommendations. Individualized advice should be sought from the professional(s) of the reader’s choosing. Rooted Planning Group is neither a law firm nor an accounting firm, and no content herein should be construed as legal or accounting advice. Past performance does not guarantee future results. All investing involves risk, including risk of loss.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

The Legal Stuff: https://www.rootedpg.com/website-disclosure

Rooted Planning Group

08/31/2026

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