(732)615-0380 info@unique.financial
  • HOLMDEL
  • |
  • PRINCETON
  • |
  • ISELIN
  • |
  • MANHATTAN
Unique Financial Advisors
  • Home
  • About
    • OUR MISSION
    • FROM OUR FOUNDER, VID
    • WHO WE SERVE
      • BUSY PROFESSIONALS
      • PHYSICIANS
      • EMPTY NESTERS
      • YOUNG FAMILIES
    • WHAT WE DO BEST
    • OUR VALUE TO YOU
  • Services
    • FINANCIAL PLANNING
    • INVESTMENT MANAGEMENT
    • TAX PREPARATION
    • FREQUENTLY ASKED QUESTIONS
  • Press
  • Blog
  • Contact
    • Holmdel Office
    • Princeton Office
    • Iselin Office
    • Manhattan Office
  • Client Access
    • Login to your Unique website
    • Access TD Ameritrade account
    • Access Betterment account
    • Access Portfolio Review portal
    • Submit Investor profile
    • Schedule a planning session
Select Page
Having Successful Money Conversations as a Couple

Having Successful Money Conversations as a Couple

by Vid Ponnapalli | Feb 23, 2022 | Financial Planning, Wealth Management

Having Successful Money Conversations as a Couple Money is personal to each of us and deeply related to our histories, childhoods, fears, and dreams of success. For most couples, sharing finances at some point becomes necessary and desirable. So how do you...
Roth Conversions: Creating Flexible Income in Retirement

Roth Conversions: Creating Flexible Income in Retirement

by Vid Ponnapalli | Feb 9, 2022 | Financial Planning, Wealth Management

If you saved for retirement in a tax-deferred account, you lowered your taxes in the years you contributed pre-tax dollars. When you get into retirement and start to withdraw those funds, the taxes will be due. And once you reach age 72, you’ll be subject to...

Recent Comments

    Archives

    • June 2023
    • August 2022
    • July 2022
    • June 2022
    • May 2022
    • April 2022
    • March 2022
    • February 2022
    • January 2022
    • December 2021
    • November 2021
    • October 2021
    • January 2021
    • February 2020
    • December 2019
    • November 2019
    • October 2019
    • June 2019
    • April 2019
    • December 2018
    • November 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • February 2018
    • December 2017
    • June 2017
    • March 2017
    • February 2017
    • December 2016
    • October 2016
    • September 2016
    • July 2016
    • May 2016
    • April 2016
    • February 2016
    • December 2015
    • October 2015

    Categories

    • Charitable Planning
    • College Planning
    • Debt Management
    • Estate Planning
    • Financial Planning
    • Home buying
    • Retirement Planning
    • Tax Planning
    • Wealth Management

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org