by Vid Ponnapalli | Dec 12, 2015 | Estate Planning
In the recent past, I met several young families with children who are concerned about what happens to their hard-earned assets when they die. As we talked through, I realized they all have two simple goals: 1) to ensure their immediate family members receive the... 
by Vid Ponnapalli | Dec 8, 2015 | Retirement Planning
When changing jobs from one employer to another, I heard from many a simple question: What should I do with the qualified (tax-deferred) money that is in a plan sponsored by ex-employer? What are my options? While choosing the exact option depends on individual... 
by Vid Ponnapalli | Dec 3, 2015 | Charitable Planning
When it comes to saving money and planning for financial future, there is one certain question on anyone’s mind: How can I save money on Income taxes? What strategies help me reduce my tax bite? There is no better time of the year than now to plan for this. Presented...
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