Entries by Snapweb Editor

Physicians & business owners: Reduce your tax with SEP & Simple IRA and Solo 401(k)

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Whether you are a physician who runs your own practice or a physician who works as an independent contractor, you can take advantage of the tax planning benefits […]

You may also like

Why shouldn’t you just invest in the S&P 500?

You may also like Tech Professionals: How to Build Financial Resilience? Tech Professionals: Are HSAs Worth It? Marriage vs. Domestic Partnership: Financial Pros & Cons Is Financial Advice Worth Paying For in San Francisco?

You may also like

How to pay yourself as a business owner

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. As a business owner, you might not pay yourself adequately, choosing instead to reinvest in the business. Or as a small business owner, you might not pay yourself […]

You may also like

What is comprehensive financial planning?

You may also like Tech Professionals: How to Build Financial Resilience? Tech Professionals: Are HSAs Worth It? Marriage vs. Domestic Partnership: Financial Pros & Cons Is Financial Advice Worth Paying For in San Francisco?

You may also like

What business structure should I choose?

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. According to the Census Bureau, the pandemic has created a boom in new business start-ups. A record 4.3 million new businesses filed paperwork to start in the last […]

You may also like

Newsweek magazine contribution: 12 illuminating questions to ask potential business partners

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Every business owner faces a situation where they have to partner with someone else. Read Roshani’s contribution to Newsweek magazine, 12 illuminating questions to ask potential business partners. […]

You may also like

Comprehensive financial planning guide for year-end

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. A comprehensive financial planning process addresses every aspect of your financial life – investing, cashflows, taxes, insurance and estate planning. While planning happens throughout the year, the year-end […]

You may also like

Video: Remarkable financial advisor spotlight

You may also like What is an S Corp & how can it minimize your tax? The Business Owner’s Guide to Wealth Tax-Efficient ESPP Diversification for Tech Professionals Solo 401K vs SEP IRA: Which one should you choose?

You may also like

What happens to your tax liability with proper financial planning?

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. According to an investigation by ProPublica, “in 2007, Jeff Bezos, then a multibillionaire and now the world’s richest man, did not pay a penny in federal income taxes. […]

You may also like

What is unrealized gain? Profit from it like Elon Musk

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Last week, Tesla CEO Elon Musk asked his Twitter followers if he should sell 10% of his Tesla shares. The Twitter poll responded with a 57% Yes. Following […]

You may also like