Financial Planning Archives - Unique Financial Advisors

Is it Time to Hire a Financial Advisor?

by Vid Ponnapalli | Aug 1, 2022 | Financial Planning, Wealth Management

Is it Time to Hire a Financial Advisor? How Do You Even Do That? For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional. This could be at any stage of life;...

Assessing a Career Change

by Vid Ponnapalli | Jun 21, 2022 | Financial Planning

Working from home has proved to be the tip of the spear regarding how employees engage with their employers. The necessity of doing your job from home meant rethinking living/working spaces, finding ways to carve out uninterrupted work time, and balancing a host of...

What to Consider When Considering Early Retirement

by Vid Ponnapalli | Apr 10, 2022 | Financial Planning, Retirement Planning

Retirement doesn’t look the same as it used to. Many workers want to take a step back from the workforce long before age 65, yet many fail to do the proper planning ahead of time that makes early retirement possible. Retiring early brings many complexities into the...

The Mid-Point of Your Career: Creating Options in Life and Work

by Vid Ponnapalli | Apr 3, 2022 | Financial Planning

Reaching the mid-point of your career isn’t like getting your first high-paying job or the last few years before retirement. Those milestones track closely to age, with the first big job coming in your twenties and retirement happening in your late 50s or early...

Having Successful Money Conversations as a Couple

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

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 successfully combine finances in a way that protects each...

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...

Is it Time to Hire a Financial Advisor?

Assessing a Career Change

What to Consider When Considering Early Retirement

The Mid-Point of Your Career: Creating Options in Life and Work

Having Successful Money Conversations as a Couple

Roth Conversions: Creating Flexible Income in Retirement

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