Entries by designmaster

Estate planning: a vital part of your financial plan

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Meet Linda. She has a husband and two children. Besides taking care of her family physically, she also wants to make sure that they are financially secure should […]

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Moving during the pandemic? 8 key considerations

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. In June, vacant apartments in New York jumped 85% from the same time last year. This was partly due to the Coronavirus lockdown preventing apartment showings but also […]

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Of startups and FBI hostage negotiations

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. What is the biggest problem that entrepreneurs face? Or, FBI hostage negotiators face? Or for that matter any of us face when we are trying to solve a […]

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Withdrawing from your 401(k)? CARES Act can help

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides three main benefits to holders of retirement plans like 401(k) and 403(b). If you are thinking of withdrawing […]

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How do I choose a good financial advisor? [10 questions to ask]

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Women Who Money recently ran my article on choosing a financial advisor. Women Who Money was founded by two financially independent women, Amy Blacklock and Vicki Cook, to […]

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My 401K is tanking. What should I do?

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. A regular reader of this blog writes: Hi Roshani,   My 401K is tanking. How should I handle it at a time of this bear market? Should I […]

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Coronavirus Relief Bill (CARES Act): What does it mean for you?

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. To stimulate the economy from the impact of the Coronavirus shutdown, Congress passed a historic $2.2 trillion Coronavirus Relief Bill (CARES Act) recently. Here are some important aspects […]

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Optimism in the time of Corona & money moves to make now

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. If this is the first time you have experienced a severe downturn, while you are invested in the stock market, recession 2020 is bound to feel crazy. Something […]

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How to choose a financial advisor? Here are 10 questions to ask:

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. In early January, Allison decided that this year was going to be the year where she took control of her finances. This meant that she would start investing […]

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When the economy gets sick

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Businesses hate uncertainty. As businesses from yoga studios, restaurants and movie theaters to hotels, cruise lines and even airlines shut down over the Coronavirus contagion, it has created […]

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