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 […]
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 Why shouldn’t you just invest in the S&P 500? Video: Remarkable financial advisor spotlight Unique opportunities in treasury bonds The Business Owner’s Guide to Wealth
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. NerdWallet interviewed me for an article they wrote about the tax implications of Paycheck Protection Program (PPP) loans for business owners. You can read the article below: Breaking […]
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 are looking to buy a new home, you are not alone. Home sales rose in 2020 to its highest levels since the last peak in 2006. […]
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 President signed the second Coronavirus stimulus bill into law this week. Of the $900B that Congress has committed in additional relief, $325B is going towards small business […]
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. Tax planning is integral to successfully manage your personal finances. To that end, here are some time-sensitive year-end tax planning ideas to explore with your financial and tax […]
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. Video transcript: Do you know which savings account has the highest tax benefit? It’s not a 401K, it’s not an IRA. It’s not even a Roth. It’s actually […]
