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Do You Know How Much You Need To Be Financially Secure?
Investing 101 Managing Money Tech Professionals

Do You Know How Much You Need To Be Financially Secure?

June 12, 2025
Salary vs. Stock: Which Should You Prioritize in Negotiations?
Stock Options Tech Professionals

Salary vs. Stock: Which Should You Prioritize in Negotiations?

June 8, 2025
Switched Jobs In Tech? Here’s What To Do With Your Equity
Stock Options Tech Professionals

Switched Jobs In Tech? Here’s What To Do With Your Equity

May 31, 2025
How Do Tech Employees at Google and Apple Use ESPP to Maximize Wealth?
Managing Money Stock Options Tech Professionals

How Do Tech Employees at Google and Apple Use ESPP to Maximize Wealth?

May 23, 2025
Sell or Hold? The #1 Question Tech Professionals Ask About Their ESPP
Stock Options Tech Professionals

Sell or Hold? The #1 Question Tech Professionals Ask About Their ESPP

May 16, 2025

Investing

Think RSUs Alone Are Enough? Here’s How to Invest Wisely

Think RSUs Alone Are Enough? Here’s How To Invest Wisely

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May 3, 2025
True Root Financial is a financial advisor and financial planner…
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Got Extra Cash? Boost Your Portfolio When You Can

Got Extra Cash? Boost Your Portfolio When You Can

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February 27, 2025
True Root Financial is a fee only financial advisor and financial…
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Are fixer-uppers a good investment?

Are Fixer-Uppers a Good Investment?

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September 8, 2024
True Root Financial is a financial advisor and financial planner…
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How To Manage Stock Options When Your Company Has An IPO?

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September 2, 2024
True Root Financial is a financial advisor and financial planner…
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Managing Money

Do You Know How Much You Need To Be Financially Secure

Do You Know How Much You Need To Be Financially Secure?

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June 12, 2025
True Root Financial is a fee only financial advisor and financial…
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How Do Tech Employees at Google and Apple Use ESPP to Maximize Wealth?

How Do Tech Employees at Google and Apple Use ESPP to Maximize Wealth?

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May 23, 2025
True Root Financial is a fee only financial advisor and financial…
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How Do Tech Professionals Build Durable Wealth?How Do Tech Professionals Build Durable Wealth?

How Do Tech Professionals Build Durable Wealth?

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May 7, 2025
True Root Financial is a fee only financial advisor and financial…
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How To Keep More With Smart Planning?

Big Salary, Big Taxes? How To Keep More With Smart Planning?

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March 18, 2025
True Root Financial is a financial advisor and financial planner…
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Retirement

Who Should Tech Professionals Talk To Before Retiring?

Who Should Tech Professionals Talk To Before Retiring?

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February 13, 2025
True Root Financial is a fee only financial advisor and financial…
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Do I Have to Work Into My 70s to Retire?

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September 28, 2024
True Root Financial is a financial advisor and financial planner…
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High-Yield Savings: Safe Investment or A Cash Trap?

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July 6, 2024
True Root Financial is a financial advisor and financial planner…
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Tech Professional : Here’s how to save for retirement

Tech Professionals: Here’s How To Save For Retirement

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June 2, 2024
True Root Financial is a financial advisor and financial planner…
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Family Finances

Should I Be Budgeting Differently Now That I'm a Mom?

Should I Be Budgeting Differently Now That I'm a Mom?

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April 25, 2025
True Root Financial is a financial advisor and financial planner…
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What Happens To Your Stock Options In A Divorce

What Happens To Your Stock Options In A Divorce?

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April 18, 2025
True Root Financial is a fee only financial advisor and financial…
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What Should New Parents Do to Manage Their Finances?

What Should New Parents Do to Manage Their Finances?

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December 7, 2024
True Root Financial is a financial advisor and financial planner…
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When do I get started with estate planning?

When Do I Get Started With Estate Planning?

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October 24, 2024
True Root Financial is a financial advisor and financial planner…
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Investing 101

Do You Know How Much You Need To Be Financially Secure

Do You Know How Much You Need To Be Financially Secure?

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June 12, 2025
True Root Financial is a fee only financial advisor and financial…
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Interest rates reached a record high

Bond yields hit a 22-yr high: good news or bad news?

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September 28, 2023
You know the saying, "There are decades where nothing happens,…
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New opportunities in treasury bonds

Unique opportunities in treasury bonds

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November 17, 2022
Most media coverage we hear is about the stock market. But…
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Lessons from a bear market: 3 action to take now

Lessons from a bear market: 3 actions to take now

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May 17, 2022
Until a few months ago, all assets were making new highs. In…
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Tax

The Biggest Tax Mistake Tech Professionals Make!

The Biggest Tax Mistake Tech Professionals Make!

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April 6, 2025
True Root Financial is a financial advisor and financial planner…
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How Does California Tax My Stock Options?

How Does California Tax My Stock Options?

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March 25, 2025
True Root Financial is a fee only financial advisor and financial…
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How To Keep More With Smart Planning?

Big Salary, Big Taxes? How To Keep More With Smart Planning?

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March 18, 2025
True Root Financial is a financial advisor and financial planner…
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How Do I Protect My Assets And Save Taxes With Estate Planning?

How Do I Protect My Assets And Save Taxes With Estate Planning?

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March 14, 2025
True Root Financial is a financial advisor and financial planner…
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Insurance

Business owner's guide to wealth

The Business Owner's Guide to Wealth

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February 21, 2023
Watch webinar below: https://youtu.be/bOPcQQZ7Y2I   If…
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Tax savings with HSA

Amplify your savings & investments with an HSA

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November 12, 2020
Roshani Pandey is a financial advisor and founder of True Root…
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Parenthood: 5 financial planning must-dos for parents

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February 13, 2020
Roshani Pandey is a financial advisor and founder of True Root…
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Trusts & Wills

Business owner's guide to wealth

The Business Owner's Guide to Wealth

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February 21, 2023
Watch webinar below: https://youtu.be/bOPcQQZ7Y2I   If…
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Creating a new trust

Your trust is not effective until you do this

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October 4, 2022
Whenever a new or prospective client tells us that they have…
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Estate planning: a vital part of your financial plan

Estate planning: a vital part of your financial plan

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July 5, 2022
Roshani Pandey is a financial advisor and founder of True Root…
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Moving during the pandemic

Moving during the pandemic? 8 key considerations

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July 22, 2020
Roshani Pandey is a financial advisor and founder of True Root…
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Stock Options

Salary vs. Stock:

Salary vs. Stock: Which Should You Prioritize in Negotiations?

June 8, 2025
True Root Financial is a fee only financial advisor and financial…
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Switched Tech Jobs? Maximize Your Equity & Minimize Taxes

Switched Jobs In Tech? Here’s What To Do With Your Equity

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May 31, 2025
True Root Financial is a fee only financial advisor and financial…
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How Do Tech Employees at Google and Apple Use ESPP to Maximize Wealth?

How Do Tech Employees at Google and Apple Use ESPP to Maximize Wealth?

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May 23, 2025
True Root Financial is a fee only financial advisor and financial…
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Sell or Hold?

Sell or Hold? The #1 Question Tech Professionals Ask About Their ESPP

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May 16, 2025
True Root Financial is a financial advisor and financial planner…
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