Entries by Snapweb Editor

What is comprehensive financial planning?

You may also like Why Giving Back Could Be The Smartest Wealth Move You Ever Make? Why Do Tech Professionals Lose Millions Protecting Their Fortunes Too Late? What Should You Do With Your Old 401(k) After Switching Tech Jobs? What Makes The Right Advisor A Game-Changer For Tech Professionals?

You may also like

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 […]

You may also like

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. […]

You may also like

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 […]

You may also like

Video: Remarkable financial advisor spotlight

You may also like Why Is Tax Planning Different From Simply Filing Taxes? What Does A Modern Tax Strategy Look Like For Tech Executives? What Are The Million-Dollar Tax Moves For High-Net-Worth Tech Professionals? Trump-Era Tax Breaks: What’s Changing And What’s Not??

You may also like

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. […]

You may also like

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 […]

You may also like

9 ways to avoid capital gains tax on stocks: #1 is enormous

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 you’re paying capital gains instead of income taxes on your earnings, you’re doing something right. This is because capital gains tax rates are generally lower than income […]

You may also like

529 college savings plan: 13 things parents need to know

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. Stanley is a business owner and Mia is a doctor. They have two daughters, Olivia and Ava. Even though Stanley and Mia put themselves through college and later […]

You may also like

Investing as a business owner: How entrepreneurs should invest

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, investing in your business has come naturally to you. You may have now sold the business, or received a distribution. Or perhaps, you’ve accumulated […]

You may also like