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Rooted Wealth Management
1101 Sylvan Ave Ste C101
Modesto, CA 95350-1687
T: 209.447.0700
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Social Security myths and misconceptions
Learn how to get the most from your hard-earned benefits.
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Retirement & Longevity
Lessons learned: The value of the exit interview
How to learn from attrition and emerge stronger.
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Business Ownership
Expand your entrepreneurial reach with a new business
Whether it’s to diversify your existing offerings, position your firm for future growth or amplify returns, investing in a new business can be both thrilling and complex.
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Business Ownership
Should you invest in the family entrepreneur?
Considerations for navigating the tricky waters of the familial and the financial.
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Business Ownership
Full hands, full hearts: becoming a caregiver
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
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Family & Lifestyle
Correcting your retirement course
Plan B can turn into something beautiful.
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Retirement & Longevity
How to address career breaks
No longer red flags, resume gaps are getting a rebrand.
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Business Ownership
The friendship wealth gap
The do’s and don’ts of navigating mixed-income relationships.
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Family & Lifestyle
Sorting through complicated compensation plans
Managing earnings tax efficiently may be just as important as the compensation package itself.
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Family & Lifestyle
The do's and dont's of managing up
Working remotely can add an extra challenge to building effective relationships. Conquer it with these tips.
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Family & Lifestyle
Harness the power of flexible lending
Did you know a securities-based line of credit (SBL) can help you finance everything from a dream home to a dream... horse?
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Family & Lifestyle
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