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Tender Offer Ahead? When To Sell (or Hold) Your ISOs, NSOs & RSUs
Stock Options Tech Professionals

Tender Offer Ahead? When To Sell (or Hold) Your ISOs, NSOs & RSUs

December 26, 2025
Is Your Financial Advisor Truly Acting In Your Best Interest?
Managing Money Tech Professionals

Is Your Financial Advisor Truly Acting In Your Best Interest?

December 19, 2025
Tender Offer Dilemma: Cash Out Now Or Hold For The Big Win?
Stock Options Tech Professionals

Tender Offer Dilemma: Cash Out Now Or Hold For The Big Win?

December 12, 2025
7 Questions Every Tech Executive Must Ask Before Hiring A Financial Advisor
Managing Money Tech Professionals

7 Questions Every Tech Executive Must Ask Before Hiring A Financial Advisor

December 6, 2025
About To Owe A Fortune In Taxes? The 83(b) Election Could Save You
Tax Tech Professionals

About To Owe A Fortune In Taxes? The 83(b) Election Could Save You

November 27, 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

Is Your Financial Advisor Truly Acting in Your Best Interest?

Is Your Financial Advisor Truly Acting In Your Best Interest?

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December 19, 2025
True Root Financial is a fee-only fiduciary financial advisor…
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7 Questions Every Tech Executive Must Ask Before Hiring A Financial Advisor

7 Questions Every Tech Executive Must Ask Before Hiring A Financial Advisor

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December 6, 2025
True Root Financial is a fee-only financial advisor and financial…
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What Makes the Right Advisor a Game-Changer for Tech Professionals

What Makes The Right Advisor A Game-Changer For Tech Professionals?

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October 9, 2025
True Root Financial is a financial advisor and financial planner…
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Why Giving Back Could Be the Smartest Wealth Move You Ever Make?

Why Giving Back Could Be The Smartest Wealth Move You Ever Make?

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October 9, 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

Why Giving Back Could Be the Smartest Wealth Move You Ever Make?

Why Giving Back Could Be The Smartest Wealth Move You Ever Make?

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October 9, 2025
True Root Financial is a fee-only financial advisor and financial…
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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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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

About To Owe A Fortune In Taxes

About To Owe A Fortune In Taxes? The 83(b) Election Could Save You

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November 27, 2025
True Root Financial is a fee-only financial advisor and financial…
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How most Tech Execs Lose half of their IPO wealth to taxes

How Most Tech Execs Lose Half of Their IPO Wealth To Taxes

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November 7, 2025
True Root Financial is a fiduciary financial advisor and financial…
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Million-Dollar Tax Moves

What Are The Million-Dollar Tax Moves For High-Net-Worth Tech Professionals?

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October 6, 2025
True Root Financial is a financial advisor and financial planner…
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Cutting Taxes Smarter

Cutting Taxes Smarter: A Playbook for High-Net-Worth Tech Professionals

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September 21, 2025
True Root Financial is a fee-only financial advisor and financial…
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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

tender offer equity strategy

Tender Offer Ahead? When To Sell (or Hold) Your ISOs, NSOs & RSUs

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December 26, 2025
True Root Financial is a fee-only financial advisor and financial…
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Tender Offer Dilemma:

Tender Offer Dilemma: Cash Out Now Or Hold For The Big Win?

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December 12, 2025
True Root Financial is a fee-only financial advisor and financial…
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IPO Delayed Again

IPO Delayed Again? Here’s How To Use Tender Offers To Your Advantage

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November 21, 2025
True Root Financial is a fiduciary financial advisor and financial…
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Confused About Your Private Equity

Confused About Your Private Equity? Here’s The Roadmap To Getting It Right

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November 14, 2025
True Root Financial is a financial advisor and financial planner…
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