Entries by Snapweb Editor

Leaving Your Job? Here’s How It Affects Your Equity!

True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. If you’re a tech professional in the Bay Area, you’re probably familiar with the complexities of equity compensation. But what happens to it when you’re switching jobs, launching your own venture, or taking some […]

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Maxed Out on Equity Compensation: What’s Next?

As a tech professional in San Francisco, you may have found yourself in a position that many people dream of: you now have more money in equity compensation than you ever imagined. Perhaps your company went public! While this may feel like hitting the jackpot, managing this sudden wealth isn’t as simple as cashing out […]

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When Do I Get Started With Estate Planning?

True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Most people wait until they’re older, retired, or facing a health scare to think about estate planning. But is life really that predictable? Just like coding, a solid estate plan now helps you avoid […]

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Maximize Your Stock Options to Build Wealth

True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Stock options are a powerful tool for building wealth, particularly for tech professionals and employees in fast-growing companies. However, they can be complex, with several factors influencing how much value you ultimately receive. If […]

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Tech Professionals: How to Build Financial Resilience?

True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For tech professionals, financial resilience means more than a good paycheck. It’s about having a strategy that includes a solid financial plan, risk management, tax efficiency, and smart investments. If you are a tech […]

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Will Moving from California Lower Your Stock Option Taxes?

True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. If you work in tech in the Bay Area, you’ve likely considered moving to Washington or Texas to sell your stock options without owing state taxes. While it may seem like you’ve found a […]

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Do I Have to Work Into My 70s to Retire?

True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Imagine 20 years from now, you attend a retirement party of your colleague who works in the same tech company. You hear your friend discuss his Mediterranean cruise and hiking plans while you worry […]

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Tech Professionals: Are HSAs Worth It?

True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Think you’re healthy now? What about the unknowns hiding ahead? More people are turning to healthcare planners before even seeing a doctor and it might just save your future. If you are a tech […]

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Is Financial Advice Worth Paying For in San Francisco?

True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Whether you’re a tech professional navigating stock options, a homeowner dealing with skyrocketing property taxes, or someone simply trying to balance a budget in one of the most expensive cities in the world, the […]

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Are Fixer-Uppers a Good Investment?

True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. If you’re a tech professional eyeing the competitive San Francisco housing market, the idea of transforming a run-down house into a profitable investment is certainly appealing. However, the reality of purchasing a fixer-upper is […]

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