True Abundance Advisors

True Abundance Advisors Let me help you gain the knowledge necessary to make well informed choices about how to invest, spend, save, earn and give. Let's build a plan together.

I am Laura Rotter, CFA, MBA, CFP™ and founder of True Abundance Advisors, a fiduciary, fee-only financial planning firm. After many years of successfully managing money for institutional investors, I found myself bored and uninspired. I questioned whether my profession aligned with my values. I realized I needed to do the work of clarifying my priorities and aspirations, financial and otherwise. A

fter completing a yoga teacher training and establishing a daily meditation practice, my mindset changed from “I must use my life to make money,” to “I can use my money to make a life,” This shift initiated a wealth of abundance in my own life. I became a CERTIFIED FINANCIAL PLANNER™ and established True Abundance Advisors to share these lessons with you.

04/02/2026

Here's a little something to test your tax knowledge this week! 📋 I know taxes aren't exactly anyone's favorite topic — but staying informed about the basics can actually save you real money and a lot of stress. So I put together a quick 7-question quiz that covers some of the most common (and commonly misunderstood) tax facts. It takes about 2 minutes, and I think you'll find it genuinely useful — especially with tax season coming up. Take the quiz below. Bonus: there's a question about IRS scams in there that's worth knowing no matter what time of year it is. 👀 Drop a comment and let me know how you did! And if there's a tax topic you've always wanted to understand better, hit ”reply” — I'd love to cover it.

Taxes have a way of making even the most organized people pause and wonder: *Did I do this right?* *Is this still the ru...
03/26/2026

Taxes have a way of making even the most organized people pause and wonder: *Did I do this right?* *Is this still the rule?* *Does this actually matter?* Those questions are completely normal. Tax rules change, details blur together, and it's easy to feel like you're always one step behind. If that sounds familiar, I put together something simple and genuinely helpful — a short 2-minute quiz that walks through seven tax fundamentals. No jargon, no overwhelm. Just a quick way to check in on what you know and feel a little more confident heading into tax season. Give it a try! You might surprise yourself. 💛

A quick quiz to test the basics. No math required.

True or false: Filing a tax extension gives you more time to pay what you owe. (Most people say true. The answer is fals...
03/19/2026

True or false: Filing a tax extension gives you more time to pay what you owe. (Most people say true. The answer is false.) An extension only gives you more time to *file* your return — not more time to pay. If you owe taxes, that payment is still due by the original deadline, or you risk penalties and interest. This is just one of seven questions in a short tax quiz I'm sharing this week. It takes about 2 minutes and covers the kind of fundamentals that quietly shape your financial picture all year long. Take the quiz below. How'd you do? Drop your score in the comments! 🎯

Takes 2 minutes. Some answers may surprise you.

Okay, I have a fun little challenge for you this week. ☕ It's a 2-minute tax quiz — just 7 questions — and I promise it'...
03/12/2026

Okay, I have a fun little challenge for you this week. ☕ It's a 2-minute tax quiz — just 7 questions — and I promise it's not intimidating. Think of it more like a gentle checkup on what you know (and maybe a few things you assumed you knew). Tax rules change every year, and even smart, financially aware people are often working from outdated information. This quiz is a really easy way to see where you stand before tax season gets busy. I was genuinely surprised by a couple of the answers myself! Take a few minutes and give it a try → [link] And let me know in the comments — did anything catch you off guard? I'd love to hear! 👇

Many people miss at least one. See how you do.

Starting a new job feels like progress. But it's also when financial details get missed. One in three workers cashes out...
02/19/2026

Starting a new job feels like progress. But it's also when financial details get missed. One in three workers cashes out their retirement accounts when leaving a job—taking the tax hit and losing years of compounding. Others skip benefit elections or overlook health coverage gaps. A few proactive moves during a job transition can protect what you've built and keep your financial momentum going. If you're changing jobs or thinking about a career shift, this is the time to get the details right.

Prep today means fewer regrets tomorrow.

About two-thirds of parents with significant assets haven't told their kids what they'll inherit. So when an inheritance...
02/12/2026

About two-thirds of parents with significant assets haven't told their kids what they'll inherit. So when an inheritance arrives, it's often during grief, with no warning and no plan for what to do next. I've seen people make decisions in that moment they later regret—paying off debt that didn't need attention, making purchases that felt meaningful but weren't strategic, missing tax opportunities. An inheritance can change your life. But only if you pause, get clear on your goals, and move forward with intention instead of emotion.

These money moments hit hard. Stay prepared.

If you've ever cared for a parent or loved one, you know how quickly the costs add up. Family caregivers spend an averag...
02/05/2026

If you've ever cared for a parent or loved one, you know how quickly the costs add up. Family caregivers spend an average of $7,200 a year out of pocket. Medical bills. Home modifications. Time off work. It doesn't hit all at once, but over time it can drain your own savings and put your goals on hold. Caregiving is love. But it shouldn't cost you your future. There are ways to plan ahead that ease the financial burden—so you can focus on showing up for the people who need you without sacrificing your own security.

Plan for the moments that reshape your finances.

Life changes fast. One minute you're on cruise control. The next, you're caring for a parent, navigating a divorce, or s...
01/29/2026

Life changes fast. One minute you're on cruise control. The next, you're caring for a parent, navigating a divorce, or starting over in a new job. These moments are emotional. But they're also financial turning points—where decisions made under pressure can shape your security for years. You don't get to choose when life shifts. But you can choose how ready you are when it does. I work with women facing these exact transitions, and what I know is this: a little preparation makes all the difference between panic and clarity. If life's already changing—or you sense change coming—let's talk about how to navigate what's next.

Divorce. Job loss. Inheritance. Are you ready?

The years before retirement are when your choices matter most. Not because you need to be perfect, but because you still...
01/08/2026

The years before retirement are when your choices matter most. Not because you need to be perfect, but because you still have time to be intentional. Time to save, plan, adjust. Time to think through Social Security timing, long-term care, debt, and flexibility. This playbook walks you through the proactive moves you can make now—so retirement feels like freedom, not regret.

See the moves to make now.

What if you could skip the part where you look back and say, ”I wish I'd done that differently”? Most retirement regrets...
01/01/2026

What if you could skip the part where you look back and say, ”I wish I'd done that differently”? Most retirement regrets aren't about one catastrophic mistake. They're about small decisions people wish they'd made sooner. Saving more consistently. Planning for healthcare. Timing Social Security strategically. The Anti-Regret Playbook covers the moves that matter most—before it's too late to make them.

Get proactive with the Anti-Regret Playbook.

Retirement regret usually isn't about what you did. It's about what you didn't do. The saving you put off. The Social Se...
12/25/2025

Retirement regret usually isn't about what you did. It's about what you didn't do. The saving you put off. The Social Security strategy you never explored. The long-term care conversation you avoided. But if you're still in your working years, you have something invaluable: the chance to make different choices. This Anti-Regret Playbook is designed to help you see the moves that matter most in the years leading up to retirement—so you can make them while there's still time.

Spot the missteps before they cost you later.

Address

White Plains, NY
10606

Alerts

Be the first to know and let us send you an email when True Abundance Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to True Abundance Advisors:

Featured

Share