Rooted Planning Group

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Rooted Planning Group Rooted Planning Group - formerly Irvine Wealth Planning - is based on a passion for helping people a

When was the last time you evaluated your company's 401(k) plan? A regular benchmarking review can help determine whethe...
10/15/2026

When was the last time you evaluated your company's 401(k) plan? A regular benchmarking review can help determine whether your retirement plan is delivering the value, features, and support your employees deserve while helping you meet important fiduciary responsibilities.

Swipe through for a few reasons why benchmarking matters.

Industry guidance often recommends reviewing your 401(k) plan every three to five years to help maintain compliance, competitiveness, and value for participants. Contact us to learn more about benchmarking your 401(k) plan and how a review could benefit your organization.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

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

There are many misconceptions that keep small business owners from offering 401(k)s to their team and themselves. Swipe ...
10/13/2026

There are many misconceptions that keep small business owners from offering 401(k)s to their team and themselves. Swipe through as we set the record straight.

Have questions about retirement plan options for your business? Give us a call today. We are happy to walk you through it.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

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

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/12/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

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

When it comes to employer-sponsored retirement plans, the 401(k) and 403(b) might seem similar, but understanding their ...
10/08/2026

When it comes to employer-sponsored retirement plans, the 401(k) and 403(b) might seem similar, but understanding their differences can help you make the best decision for your team. Swipe through for a breakdown.

Have questions about which plan is right for your organization or how to implement a competitive retirement offering? Give us a call today.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

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

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

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

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/04/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

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

What would change if you met your money worries with a question?What am I afraid might happen?What information would hel...
09/24/2026

What would change if you met your money worries with a question?

What am I afraid might happen?
What information would help?
What is one step I can manage?

Amy Irvine's new solo Money Roots episode explores financial fear, uncertainty, and the value of approaching decisions with compassion. Her experience starting Rooted Planning Group is part of this personal reflection on moving forward when the outcome isn't guaranteed.

Listen and choose a question to carry into your next money conversation: https://tinyurl.com/5n8bv529
"Life is about events, supported by your dollars and cents!" - Amy Irvine

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

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/24/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

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

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
09/23/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

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

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/22/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.
"Life is about events, supported by your dollars and cents!" - Amy Irvine

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

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10 East Market Street
Corning, NY
14830

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