by Vid Ponnapalli | Nov 30, 2018 | Retirement Planning, Wealth Management
Many Americans have come to believe certain myths about Social Security benefits and may be misinformed on a range of important topics, such as who is actually eligible to receive benefits, how much they will receive when they apply for benefits, or whether Social...
by Vid Ponnapalli | Jul 26, 2018 | College Planning, Retirement Planning
When my wife and I were raising our three children, and busy with our careers, we often discussed where should our surplus money go first: towards our kids’ college savings or to fund our own retirement? Very conflicting Financial Goals indeed! Luckily, the decision...
by Vid Ponnapalli | Jul 5, 2018 | Financial Planning, Retirement Planning, Wealth Management
A recent CNBC article suggested that a $1 million retirement nest egg doesn’t go as far as you might think. However, few of my prospects/clients – married couples (empty nesters) in their early fifties – argued with me differently. They believed a $1...
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...
by Vid Ponnapalli | Apr 28, 2018 | Retirement Planning
When it comes to long-term care planning, I often heard – “long-term care may not be necessary and I will cross the bridge when I get to it”. This, in fact, is a dangerous myth as I mentioned in one of my previous posts. So, here you go – All...
by Vid Ponnapalli | Apr 15, 2018 | Retirement Planning
When planning for retirement, thinking ahead can spell the difference between a successful retirement with enough money and a stressful one with difficult decisions that you don’t want to make. Here are 7 retirement considerations that every investor should think...
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