Entries by Snapweb Editor

CalSavers: What employers need to know

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. Starting June 30, 2022 California businesses will be required to enroll in the CalSavers plan, unless they already offer a qualified retirement plan. In this article, we will […]

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Entrepreneurs: Save big from the QSBS tax treatment

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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 […]

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

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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 […]

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What is comprehensive financial planning?

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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 […]

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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. […]

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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 […]

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Video: Remarkable financial advisor spotlight

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