
Investing


Got Extra Cash? Boost Your Portfolio When You Can
True Root Financial is a fee only financial advisor and financial…

Are Fixer-Uppers a Good Investment?
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How To Manage Stock Options When Your Company Has An IPO?
True Root Financial is a financial advisor and financial planner…
Managing Money

How Can You Turn Your Equity Compensation Into Durable Wealth?
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How Should Tech Professionals Invest To Maximize Their Money?
True Root Financial is a fee only financial advisor and financial…

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

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

Who Should Tech Professionals Talk To Before Retiring?
True Root Financial is a fee only financial advisor and financial…

Do I Have to Work Into My 70s to Retire?
True Root Financial is a financial advisor and financial planner…

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

Tech Professionals: Here’s How To Save For Retirement
True Root Financial is a financial advisor and financial planner…
Family Finances

Should I Be Budgeting Differently Now That I'm a Mom?
True Root Financial is a financial advisor and financial planner…

What Happens To Your Stock Options In A Divorce?
True Root Financial is a fee only financial advisor and financial…

What Should New Parents Do to Manage Their Finances?
True Root Financial is a financial advisor and financial planner…

When Do I Get Started With Estate Planning?
True Root Financial is a financial advisor and financial planner…
Investing 101

How Should Tech Professionals Invest To Maximize Their Money?
True Root Financial is a fee only financial advisor and financial…

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

Bond yields hit a 22-yr high: good news or bad news?
You know the saying, "There are decades where nothing happens,…

Unique opportunities in treasury bonds
Most media coverage we hear is about the stock market. But…
Tax

The Biggest Tax Mistake Tech Professionals Make!
True Root Financial is a financial advisor and financial planner…

How Does California Tax My Stock Options?
True Root Financial is a fee only financial advisor and financial…

Big Salary, Big Taxes? How To Keep More With Smart Planning?
True Root Financial is a financial advisor and financial planner…

How Do I Protect My Assets And Save Taxes With Estate Planning?
True Root Financial is a financial advisor and financial planner…
Insurance

The Business Owner's Guide to Wealth
Watch webinar below:
https://youtu.be/bOPcQQZ7Y2I
If…

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

The Business Owner's Guide to Wealth
Watch webinar below:
https://youtu.be/bOPcQQZ7Y2I
If…

Your trust is not effective until you do this
Whenever a new or prospective client tells us that they have…

Estate planning: a vital part of your financial plan
Roshani Pandey is a financial advisor and founder of True Root…

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

How Can You Turn Your Equity Compensation Into Durable Wealth?
True Root Financial is a fee only financial advisor and financial…

Salary vs. Stock: Which Should You Prioritize in Negotiations?
True Root Financial is a fee only financial advisor and financial…

Switched Jobs In Tech? Here’s What To Do With Your Equity
True Root Financial is a fee only financial advisor and financial…

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