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

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

October 9, 2025
Why Giving Back Could Be The Smartest Wealth Move You Ever Make?
Family finances Managing Money Tech Professionals

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

October 9, 2025
Why Do Tech Professionals Lose Millions Protecting Their Fortunes Too Late?
Managing Money Tech Professionals

Why Do Tech Professionals Lose Millions Protecting Their Fortunes Too Late?

October 9, 2025
What Are The Million-Dollar Tax Moves For High-Net-Worth Tech Professionals?
Tax Tech Professionals

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

October 6, 2025
Why Should You Diversify Beyond Your Company Stock Before It’s Too Late?
Stock Options Tech Professionals

Why Should You Diversify Beyond Your Company Stock Before It’s Too Late?

September 25, 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

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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Why Do Tech Professionals Lose Millions Protecting Their Fortunes Too Late?

Why Do Tech Professionals Lose Millions Protecting Their Fortunes Too Late?

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October 9, 2025
True Root Financial is a fiduciary financial advisor and financial…
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Is Your Company Going Public

Is Your Company Going Public? The Real Question Isn’t Just About Money!

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September 8, 2025
True Root Financial is a financial advisor and financial planner…
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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

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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Why Is Tax Planning Different From Simply Filing Taxes

Why Is Tax Planning Different From Simply Filing Taxes?

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August 24, 2025
True Root Financial is a fee only financial advisor and financial…
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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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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

From Stockpile to Stability: Diversifying Company Equity

Why Should You Diversify Beyond Your Company Stock Before It’s Too Late?

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September 25, 2025
True Root Financial is a financial advisor and financial planner…
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Why Can IPO Wealth Slip Away Overnight

Why Can IPO Wealth Slip Away Overnight?

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September 12, 2025
True Root Financial is a fee only financial advisor and financial…
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Is Your Company Going Public

Is Your Company Going Public? The Real Question Isn’t Just About Money!

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September 8, 2025
True Root Financial is a financial advisor and financial planner…
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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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Popular Posts

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