Rooted Family Financial

10/15/2026

Testimonial Thursday

When Heather Seidel was diagnosed with Stage 4 colon cancer, she found herself suddenly faced with a reality no one expects to confront. Her prognosis was dire: with chemotherapy, her doctors hoped to extend her life to two or three years, at the most. Heather knew she wanted to add alternative trea...

10/12/2026

💰 The Impact of Taxes: Are You Planning for the Money You Get to Keep?

When it comes to building wealth, it’s not just about how much money you make or save—it’s also about how much you get to KEEP!

Have you considered how taxes could impact your retirement savings over time?

📈 Your money may grow for decades, but the type of account you choose can make a big difference in how that money is taxed when you need it.

💬 Here's something to think about: Do you know how your current retirement savings will be taxed when you withdraw them?

Let's start the conversation!
https://vimeo.com/268019992

The biggest difference between the wealthy and the middle class is the time the wealthy spend thinking of ways to minimize their taxes. Learn how taxes can make an enormous impact on your retirement savings, and how to minimize that impact.

08/30/2026

08/25/2026

Why is “Family” in the name Rooted Family Financial? 🌱

Because financial planning isn’t just about where you are today… it’s about the people and the future you’re building.

One of the most meaningful gifts parents can give their children is a strong financial foundation.

An Indexed Universal Life (IUL) policy for a child can provide life insurance protection while creating a financial asset that may grow over time and provide flexibility for future needs — such as education, a first home, starting a business, or other life goals.

The earlier you start planning, the more time you give your family’s financial roots the opportunity to grow.

Because protecting your family isn’t just about today…

It’s about preparing them for tomorrow. 🤍

🌱 Rooted in protection. Growing toward the future.

📩 Want to learn more about building a financial foundation for your children?

Comment KIDS if you would like more info!

As parents, we all love and want what's best for our kids. This includes wanting the best for their future financially. Indexed Universal Life (IUL) is a unique life insurance plan designed to provide financial security and long-term growth potential. It not only offers the protection and peace of m...

08/18/2026

Have you ever felt like your retirement savings are on a roller coaster? 🎢

One day the market is up and you feel confident…
The next day it drops, and you start questioning your future.

Many people don’t realize there are financial strategies designed to provide growth potential while adding a level of protection from market downturns.

Indexed accounts are designed to follow the performance of a market index while protecting against direct losses from market declines (depending on the specific product and strategy).

Because building wealth isn’t just about chasing returns…

It’s about creating a plan you can feel confident with through every season of life.

🌱 Your money should support your future — not keep you up at night.

📩 Let’s talk about strategies that align with your goals.

If your money is in traditional investments, it’s probably been a pretty wild ride, and the future remains uncertain. Learn how an indexing strategy allows you to step off the market rollercoaster, and onto a much smoother (and less stomach-churning) ride.

08/16/2026

Need Coverage?
Reach Out!
Rooted-Financial.com

08/13/2026

I KNOW A GUY/GAL!

Meet Steve Cossey with Cossey CPA, LLC!

When it comes to taxes, business finances, and planning ahead, having the right professional in your corner can make all the difference.

Cossey CPA is a CPA firm focused on tax planning, advisory, and small business support, serving businesses in Northwest Arkansas.

I’m excited to feature Steve as the first person in my “I Know a Guy/Gal!” series because having trusted professionals you can call when you need help is one of the best resources I can share with you.

Need a CPA who understands small business? Steve is your guy!

Go give Cossey CPA, LLC a follow and let him know you found him through me! 💚