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Tax planning ideas to implement before year-end

November 30, 2020 /0 Comments/in Managing Money, Tax /by Snapweb Editor

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. Tax planning is integral to successfully manage your personal finances. To that end, here are some time-sensitive year-end tax planning ideas to explore with your financial and tax […]

Amplify your savings & investments with an HSA

November 12, 2020 /0 Comments/in Family finances, Insurance, Managing Money, Tax /by Snapweb Editor

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. Video transcript: Do you know which savings account has the highest tax benefit? It’s not a 401K, it’s not an IRA. It’s not even a Roth. It’s actually […]