
Investing




Investing as a business owner: How entrepreneurs should invest
Roshani Pandey is a financial advisor and founder of True Root…
Managing Money

Lessons from a bear market: 3 actions to take now
Until a few months ago, all assets were making new highs. In…

What is an S Corp & how can it minimize your tax?
If you have an LLC or a sole proprietorship, an S corp election…


Retirement

CalSavers: What employers need to know
Roshani Pandey is a financial advisor and founder of True Root…

What happens to your tax liability with proper financial planning?
Roshani Pandey is a financial advisor and founder of True Root…

9 ways to avoid capital gains tax on stocks: #1 is enormous
Roshani Pandey is a financial advisor and founder of True Root…

Withdrawing from your 401(k)? CARES Act can help
Roshani Pandey is a financial advisor and founder of True Root…
Family Finances

Comprehensive financial planning guide for year-end
Roshani Pandey is a financial advisor and founder of True Root…

529 college savings plan: 13 things parents need to know
Roshani Pandey is a financial advisor and founder of True Root…


Buying a new home? Here are 5 issues to consider
Roshani Pandey is a financial advisor and founder of True Root…
Investing 101

Lessons from a bear market: 3 actions to take now
Until a few months ago, all assets were making new highs. In…


My 401K is tanking. What should I do?
Roshani Pandey is a financial advisor and founder of True Root…

When the economy gets sick
Roshani Pandey is a financial advisor and founder of True Root…
Tax

What is an S Corp & how can it minimize your tax?
If you have an LLC or a sole proprietorship, an S corp election…

Solo 401K vs SEP IRA: Which one should you choose?
Roshani Pandey is a financial advisor and founder of True Root…

CalSavers: What employers need to know
Roshani Pandey is a financial advisor and founder of True Root…

Insurance

Amplify your savings & investments with an HSA
Roshani Pandey is a financial advisor and founder of True Root…

Parenthood: 5 financial planning must-dos for parents
Roshani Pandey is a financial advisor and founder of True Root…
Trusts & Wills

Moving during the pandemic? 8 key considerations
Roshani Pandey is a financial advisor and founder of True Root…

Estate planning: peace of mind in uncertain times
Roshani Pandey is a financial advisor and founder of True Root…

Do you need a will or a trust? Read Mrs. No-Will's story.
Roshani Pandey is a financial advisor and founder of True Root…
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