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. Just when you think you’ve become an expert in doing life, it throws you a curveball. Investors seemed to wake up to a similar curveball last week as […]
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. Lee started investing in the stock market last year. Early in February this year, he received a 1099 tax form from his financial advisor. It showed that he […]
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 a backdoor Roth IRA? A backdoor Roth IRA is a tax loophole that someone with a higher income can use to contribute to a Roth account. […]
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. Natalie is a single mom of her two-year-old adopted son, Nirvik. As a nurse practitioner at a large hospital, Natalie had always been responsible but prior to Nirvik, […]
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. Summary: If you have cash in the sidelines today, you might be wondering how do I get into the stock market. Is it too late for me? Is […]
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. Recently, I received the following message from my friend, Larissa. In talking to people about investing, this is a recurring theme I hear from many. In providing an […]
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. Mr. No-Will died suddenly and without a will. He was the chief financial officer of the family. Mrs. No-Will is an Economics professor at UC Berkeley, but does […]
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. Last week, a friend of mine asked me the following question about how to choose funds in his 401K. Sam is the founder of a successful tech company […]
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. Helen has $20,000 sitting in her savings account, earning nothing. She heard on a CNBC TV show years ago, that she needs to find the right financial advisor […]
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. I was walking to my dentist appointment. It was a sunny Friday afternoon in San Francisco with a quiet, happy breeze. I smiled to myself as I thought […]
