Entries by Snapweb Editor

Physicians & business owners: Reduce your tax with SEP & Simple IRA and Solo 401(k)

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. Whether you are a physician who runs your own practice or a physician who works as an independent contractor, you can take advantage of the tax planning benefits […]

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Why shouldn’t you just invest in the S&P 500?

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How to pay yourself as a business owner

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. As a business owner, you might not pay yourself adequately, choosing instead to reinvest in the business. Or as a small business owner, you might not pay yourself […]

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What is comprehensive financial planning?

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What business structure should I choose?

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. According to the Census Bureau, the pandemic has created a boom in new business start-ups. A record 4.3 million new businesses filed paperwork to start in the last […]

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Newsweek magazine contribution: 12 illuminating questions to ask potential business partners

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. Every business owner faces a situation where they have to partner with someone else. Read Roshani’s contribution to Newsweek magazine, 12 illuminating questions to ask potential business partners. […]

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Comprehensive financial planning guide for year-end

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 comprehensive financial planning process addresses every aspect of your financial life – investing, cashflows, taxes, insurance and estate planning. While planning happens throughout the year, the year-end […]

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Video: Remarkable financial advisor spotlight

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What happens to your tax liability with proper financial planning?

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. According to an investigation by ProPublica, “in 2007, Jeff Bezos, then a multibillionaire and now the world’s richest man, did not pay a penny in federal income taxes. […]

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What is unrealized gain? Profit from it like Elon Musk

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, Tesla CEO Elon Musk asked his Twitter followers if he should sell 10% of his Tesla shares. The Twitter poll responded with a 57% Yes. Following […]

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