Million-Dollar Tax Moves

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

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True Root Financial is a financial advisor and financial planner…
From Stockpile to Stability: Diversifying Company Equity

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

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True Root Financial is a financial advisor and financial planner…
Cutting Taxes Smarter

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

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True Root Financial is a fee-only financial advisor and financial…
Why Can IPO Wealth Slip Away Overnight

Why Can IPO Wealth Slip Away Overnight?

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

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

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True Root Financial is a financial advisor and financial planner…
What Should You Do With Your Old 401(k) After Switching Tech Jobs

What Should You Do With Your Old 401(k) After Switching Tech Jobs?

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True Root Financial is a fee-only financial advisor and financial…
Why Is Tax Planning Different From Simply Filing Taxes

Why Is Tax Planning Different From Simply Filing Taxes?

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True Root Financial is a fee only financial advisor and financial…
How Can Tech Professionals Create a Comprehensive Financial Plan

How Can Tech Professionals Create a Comprehensive Financial Plan?

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True Root Financial is a fee only financial advisor and financial…
Trump-Era Tax Breaks

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

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

What is a Comprehensive Financial Plan?

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True Root Financial is a financial advisor and financial planner…