Who Should Tech Professionals Talk To Before Retiring?

Who Should Tech Professionals Talk To Before Retiring?

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True Root Financial is a fee only financial advisor and financial…

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

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True Root Financial is a financial advisor and financial planner…

High-Yield Savings: Safe Investment or A Cash Trap?

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True Root Financial is a financial advisor and financial planner…
Tech Professional : Here’s how to save for retirement

Tech Professionals: Here’s How To Save For Retirement

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True Root Financial is a financial advisor and financial planner…
Interest rates reached a record high

Bond yields hit a 22-yr high: good news or bad news?

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You know the saying, "There are decades where nothing happens,…
Cashflow planning what is it and why you need it

Cashflow planning: what is it and how it helps you build wealth

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Understanding cash flow and how it changes through your life…
CalSavers plan: What employers need to know

CalSavers: What employers need to know

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Roshani Pandey is a financial advisor and founder of True Root…
What happens to your tax liability with proper financial planning

What happens to your tax liability with proper financial planning?

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Roshani Pandey is a financial advisor and founder of True Root…
9 ways to avoid capital gains tax on stocks

9 ways to avoid capital gains tax on stocks: #1 is enormous

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Roshani Pandey is a financial advisor and founder of True Root…
Withdrawing from 401(k)

Withdrawing from your 401(k)? CARES Act can help

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Roshani Pandey is a financial advisor and founder of True Root…