
Investing


Got Extra Cash? Boost Your Portfolio When You Can
True Root Financial is a fee only financial advisor and financial…

Are Fixer-Uppers a Good Investment?
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How To Manage Stock Options When Your Company Has An IPO?
True Root Financial is a financial advisor and financial planner…
Managing Money

What Makes The Right Advisor A Game-Changer For Tech Professionals?
True Root Financial is a financial advisor and financial planner…

Why Giving Back Could Be The Smartest Wealth Move You Ever Make?
True Root Financial is a fee-only financial advisor and financial…

Why Do Tech Professionals Lose Millions Protecting Their Fortunes Too Late?
True Root Financial is a fiduciary financial advisor and financial…

Is Your Company Going Public? The Real Question Isn’t Just About Money!
True Root Financial is a financial advisor and financial planner…
Retirement

Who Should Tech Professionals Talk To Before Retiring?
True Root Financial is a fee only financial advisor and financial…

Do I Have to Work Into My 70s to Retire?
True Root Financial is a financial advisor and financial planner…

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

Tech Professionals: Here’s How To Save For Retirement
True Root Financial is a financial advisor and financial planner…
Family Finances

Why Giving Back Could Be The Smartest Wealth Move You Ever Make?
True Root Financial is a fee-only financial advisor and financial…

Should I Be Budgeting Differently Now That I'm a Mom?
True Root Financial is a financial advisor and financial planner…

What Happens To Your Stock Options In A Divorce?
True Root Financial is a fee only financial advisor and financial…

What Should New Parents Do to Manage Their Finances?
True Root Financial is a financial advisor and financial planner…
Investing 101

How Should Tech Professionals Invest To Maximize Their Money?
True Root Financial is a fee only financial advisor and financial…

Do You Know How Much You Need To Be Financially Secure?
True Root Financial is a fee only financial advisor and financial…

Bond yields hit a 22-yr high: good news or bad news?
You know the saying, "There are decades where nothing happens,…

Unique opportunities in treasury bonds
Most media coverage we hear is about the stock market. But…
Tax

What Are The Million-Dollar Tax Moves For High-Net-Worth Tech Professionals?
True Root Financial is a financial advisor and financial planner…

Cutting Taxes Smarter: A Playbook for High-Net-Worth Tech Professionals
True Root Financial is a fee-only financial advisor and financial…

Why Is Tax Planning Different From Simply Filing Taxes?
True Root Financial is a fee only financial advisor and financial…

Trump-Era Tax Breaks: What’s Changing And What’s Not??
True Root Financial is a fee only financial advisor and financial…
Insurance

How To Protect Your Assets With Strategic Insurance Planning?
True Root Financial is a fee only financial advisor and financial…

The Business Owner's Guide to Wealth
Watch webinar below:
https://youtu.be/bOPcQQZ7Y2I
If…

Amplify your savings & investments with an HSA
Roshani Pandey is a financial advisor and founder of True Root…

Parenthood: 5 financial planning must-dos for parents
Roshani Pandey is a financial advisor and founder of True Root…
Trusts & Wills

How Can Strategic Trust Planning Secure Your Financial Legacy?
True Root Financial is a financial advisor and financial planner…

The Business Owner's Guide to Wealth
Watch webinar below:
https://youtu.be/bOPcQQZ7Y2I
If…

Your trust is not effective until you do this
Whenever a new or prospective client tells us that they have…

Estate planning: a vital part of your financial plan
Roshani Pandey is a financial advisor and founder of True Root…
Stock Options

Why Should You Diversify Beyond Your Company Stock Before It’s Too Late?
True Root Financial is a financial advisor and financial planner…

Why Can IPO Wealth Slip Away Overnight?
True Root Financial is a fee only financial advisor and financial…

Is Your Company Going Public? The Real Question Isn’t Just About Money!
True Root Financial is a financial advisor and financial planner…

How Can You Turn Your Equity Compensation Into Durable Wealth?
True Root Financial is a fee only financial advisor and financial…
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