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What to Consider When Considering A Second Home

What to Consider When Considering A Second Home

by Vid Ponnapalli | May 31, 2018 | Home buying, Wealth Management

My wife and I took our long-awaited vacation at Turks and Caicos last week. Apart from enjoying the white sandy beaches and the cool breezes, I also noticed there was so much enthusiasm in fellow-vacationers about owning a second home at the beach front. And, the...
8 Practical situations a Financial Advisor can help you

8 Practical situations a Financial Advisor can help you

by Vid Ponnapalli | May 22, 2018 | Wealth Management

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when we’re feeling depressed.As a Financial Advisor,...
What recent graduates (and their parents) need to think about

What recent graduates (and their parents) need to think about

by Vid Ponnapalli | May 16, 2018 | College Planning, Financial Planning

Spring is here, summer weather has begun (in many places), and graduation time has arrived.  Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, excitement, and even some...
All You Need To Know About 401(K) When Switching Jobs

All You Need To Know About 401(K) When Switching Jobs

by Vid Ponnapalli | May 4, 2018 | Retirement Planning, Tax Planning

Land a great new job? Awesome. Now is the perfect time to think about your 401(k) and retirement plan, whether you had one before or not. Saving for retirement is important at all ages, so don’t let this opportunity fall to the bottom of your list.Here are few tips to...

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