
Investing


Are Fixer-Uppers a Good Investment?
True Root Financial is a financial advisor and financial planner…

How To Manage Stock Options When Your Company Has An IPO?
True Root Financial is a financial advisor and financial planner…

Marriage vs. Domestic Partnership: Financial Pros & Cons
True Root Financial is a financial advisor and financial planner…
Managing Money

Big Salary, Big Taxes? How To Keep More With Smart Planning?
True Root Financial is a financial advisor and financial planner…

Have You Accumulated Too Much Wealth In RSUs?
True Root Financial is a financial advisor and financial planner…

Got Extra Cash? Boost Your Portfolio When You Can
True Root Financial is a fee only financial advisor and financial…

How To Save Money By Avoiding Costly Tax Mistakes In 2025?
True Root Financial is a fee only financial advisor and financial…
Retirement

Who Should Tech Professionals Talk To Before Retiring?
True Root Financial is a fee only financial advisor and financial…

Do I Have to Work Into My 70s to Retire?
True Root Financial is a financial advisor and financial planner…

High-Yield Savings: Safe Investment or A Cash Trap?
True Root Financial is a financial advisor and financial planner…

Tech Professionals: Here’s How To Save For Retirement
True Root Financial is a financial advisor and financial planner…
Family Finances

What Should New Parents Do to Manage Their Finances?
True Root Financial is a financial advisor and financial planner…

When Do I Get Started With Estate Planning?
True Root Financial is a financial advisor and financial planner…

Marriage vs. Domestic Partnership: Financial Pros & Cons
True Root Financial is a financial advisor and financial planner…

Bond yields hit a 22-yr high: good news or bad news?
You know the saying, "There are decades where nothing happens,…
Investing 101

Bond yields hit a 22-yr high: good news or bad news?
You know the saying, "There are decades where nothing happens,…

Unique opportunities in treasury bonds
Most media coverage we hear is about the stock market. But…

Lessons from a bear market: 3 actions to take now
Until a few months ago, all assets were making new highs. In…

Tax

The Biggest Tax Mistake Tech Professionals Make!
True Root Financial is a financial advisor and financial planner…

How Does California Tax My Stock Options?
True Root Financial is a fee only financial advisor and financial…

Big Salary, Big Taxes? How To Keep More With Smart Planning?
True Root Financial is a financial advisor and financial planner…

How Do I Protect My Assets And Save Taxes With Estate Planning?
True Root Financial is a financial advisor and financial planner…
Insurance

The Business Owner's Guide to Wealth
Watch webinar below:
https://youtu.be/bOPcQQZ7Y2I
If…

Amplify your savings & investments with an HSA
Roshani Pandey is a financial advisor and founder of True Root…

Parenthood: 5 financial planning must-dos for parents
Roshani Pandey is a financial advisor and founder of True Root…
Trusts & Wills

The Business Owner's Guide to Wealth
Watch webinar below:
https://youtu.be/bOPcQQZ7Y2I
If…

Your trust is not effective until you do this
Whenever a new or prospective client tells us that they have…

Estate planning: a vital part of your financial plan
Roshani Pandey is a financial advisor and founder of True Root…

Moving during the pandemic? 8 key considerations
Roshani Pandey is a financial advisor and founder of True Root…
Stock Options

How Does California Tax My Stock Options?
True Root Financial is a fee only financial advisor and financial…

Have You Accumulated Too Much Wealth In RSUs?
True Root Financial is a financial advisor and financial planner…

How To Diversify Your RSUs In A Tax-Efficient Way?
True Root Financial is a Fee only Financial Advisor and Financial…

How Do Restricted Stock Units (RSUs) Work?
True Root Financial is a financial advisor and financial planner…
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