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How Can Tech Professionals Create a Comprehensive Financial Plan?
Managing Money Tech Professionals

How Can Tech Professionals Create a Comprehensive Financial Plan?

August 14, 2025
Trump-Era Tax Breaks: What’s Changing And What’s Not??
Tax Tech Professionals

Trump-Era Tax Breaks: What’s Changing And What’s Not??

August 10, 2025
What is a Comprehensive Financial Plan?
Managing Money Tech Professionals

What is a Comprehensive Financial Plan?

August 1, 2025
What Kind of Financial Advice Do Savvy Tech Professionals Seek?
Managing Money Tech Professionals

What Kind of Financial Advice Do Savvy Tech Professionals Seek?

July 22, 2025
How To Protect Your Assets With Strategic Insurance Planning?
Insurance Tech Professionals

How To Protect Your Assets With Strategic Insurance Planning?

July 17, 2025

Investing

Think RSUs Alone Are Enough? Here’s How to Invest Wisely

Think RSUs Alone Are Enough? Here’s How To Invest Wisely

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May 3, 2025
True Root Financial is a financial advisor and financial planner…
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Got Extra Cash? Boost Your Portfolio When You Can

Got Extra Cash? Boost Your Portfolio When You Can

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February 27, 2025
True Root Financial is a fee only financial advisor and financial…
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Are fixer-uppers a good investment?

Are Fixer-Uppers a Good Investment?

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September 8, 2024
True Root Financial is a financial advisor and financial planner…
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How To Manage Stock Options When Your Company Has An IPO?

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September 2, 2024
True Root Financial is a financial advisor and financial planner…
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Managing Money

How Can Tech Professionals Create a Comprehensive Financial Plan

How Can Tech Professionals Create a Comprehensive Financial Plan?

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August 14, 2025
True Root Financial is a fee only financial advisor and financial…
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What Is A Comprehensive Financial Plan

What is a Comprehensive Financial Plan?

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August 1, 2025
True Root Financial is a financial advisor and financial planner…
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What Kind of Financial Advice Do Savvy Tech Professionals Seek

What Kind of Financial Advice Do Savvy Tech Professionals Seek?

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July 22, 2025
True Root Financial is a fee only financial advisor and financial…
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Is Filing Tax Returns The Same As Tax Planning?

Is Filing Tax Returns The Same As Tax Planning?

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July 4, 2025
True Root Financial is a fee only financial advisor and financial…
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Retirement

Who Should Tech Professionals Talk To Before Retiring?

Who Should Tech Professionals Talk To Before Retiring?

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February 13, 2025
True Root Financial is a fee only financial advisor and financial…
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Do I Have to Work Into My 70s to Retire?

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September 28, 2024
True Root Financial is a financial advisor and financial planner…
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High-Yield Savings: Safe Investment or A Cash Trap?

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July 6, 2024
True Root Financial is a financial advisor and financial planner…
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Tech Professional : Here’s how to save for retirement

Tech Professionals: Here’s How To Save For Retirement

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June 2, 2024
True Root Financial is a financial advisor and financial planner…
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Family Finances

Should I Be Budgeting Differently Now That I'm a Mom?

Should I Be Budgeting Differently Now That I'm a Mom?

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April 25, 2025
True Root Financial is a financial advisor and financial planner…
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What Happens To Your Stock Options In A Divorce

What Happens To Your Stock Options In A Divorce?

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April 18, 2025
True Root Financial is a fee only financial advisor and financial…
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What Should New Parents Do to Manage Their Finances?

What Should New Parents Do to Manage Their Finances?

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December 7, 2024
True Root Financial is a financial advisor and financial planner…
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When do I get started with estate planning?

When Do I Get Started With Estate Planning?

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October 24, 2024
True Root Financial is a financial advisor and financial planner…
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Investing 101

How Should Tech Professionals Invest to Maximize Their Money?

How Should Tech Professionals Invest To Maximize Their Money?

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June 23, 2025
True Root Financial is a fee only financial advisor and financial…
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Do You Know How Much You Need To Be Financially Secure

Do You Know How Much You Need To Be Financially Secure?

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June 12, 2025
True Root Financial is a fee only financial advisor and financial…
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Interest rates reached a record high

Bond yields hit a 22-yr high: good news or bad news?

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September 28, 2023
You know the saying, "There are decades where nothing happens,…
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New opportunities in treasury bonds

Unique opportunities in treasury bonds

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November 17, 2022
Most media coverage we hear is about the stock market. But…
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Tax

Trump-Era Tax Breaks

Trump-Era Tax Breaks: What’s Changing And What’s Not??

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August 10, 2025
True Root Financial is a fee only financial advisor and financial…
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The Biggest Tax Mistake Tech Professionals Make!

The Biggest Tax Mistake Tech Professionals Make!

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April 6, 2025
True Root Financial is a financial advisor and financial planner…
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How Does California Tax My Stock Options?

How Does California Tax My Stock Options?

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March 25, 2025
True Root Financial is a fee only financial advisor and financial…
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How To Keep More With Smart Planning?

Big Salary, Big Taxes? How To Keep More With Smart Planning?

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March 18, 2025
True Root Financial is a financial advisor and financial planner…
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Insurance

How To Protect Your Assets With Strategic Insurance Planning

How To Protect Your Assets With Strategic Insurance Planning?

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July 17, 2025
True Root Financial is a fee only financial advisor and financial…
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Business owner's guide to wealth

The Business Owner's Guide to Wealth

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February 21, 2023
Watch webinar below: https://youtu.be/bOPcQQZ7Y2I   If…
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Tax savings with HSA

Amplify your savings & investments with an HSA

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November 12, 2020
Roshani Pandey is a financial advisor and founder of True Root…
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Parenthood: 5 financial planning must-dos for parents

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February 13, 2020
Roshani Pandey is a financial advisor and founder of True Root…
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Trusts & Wills

Protect what you have earned with strategic trust planning

How Can Strategic Trust Planning Secure Your Financial Legacy?

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July 11, 2025
True Root Financial is a financial advisor and financial planner…
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Business owner's guide to wealth

The Business Owner's Guide to Wealth

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February 21, 2023
Watch webinar below: https://youtu.be/bOPcQQZ7Y2I   If…
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Creating a new trust

Your trust is not effective until you do this

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October 4, 2022
Whenever a new or prospective client tells us that they have…
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Estate planning: a vital part of your financial plan

Estate planning: a vital part of your financial plan

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July 5, 2022
Roshani Pandey is a financial advisor and founder of True Root…
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Stock Options

How Can You Turn Your Equity Compensation Into Durable Wealth

How Can You Turn Your Equity Compensation Into Durable Wealth?

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June 29, 2025
True Root Financial is a fee only financial advisor and financial…
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Salary vs. Stock:

Salary vs. Stock: Which Should You Prioritize in Negotiations?

June 8, 2025
True Root Financial is a fee only financial advisor and financial…
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Switched Tech Jobs? Maximize Your Equity & Minimize Taxes

Switched Jobs In Tech? Here’s What To Do With Your Equity

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May 31, 2025
True Root Financial is a fee only financial advisor and financial…
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How Do Tech Employees at Google and Apple Use ESPP to Maximize Wealth?

How Do Tech Employees at Google and Apple Use ESPP to Maximize Wealth?

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May 23, 2025
True Root Financial is a fee only financial advisor and financial…
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