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College Savings or Retirement: How to choose?

College Savings or Retirement: How to choose?

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...
How Long Your Retirement Savings Last

How Long Your Retirement Savings Last

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...
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...
What You need to know about Long-Term Care

What You need to know about Long-Term Care

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...
7 Considerations for a Successful Retirement

7 Considerations for a Successful Retirement

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...
How to ensure Retirement Savings last your lifetime

How to ensure Retirement Savings last your lifetime

by Vid Ponnapalli | Jun 28, 2017 | Retirement Planning

Medical advances and better awareness of nutrition and fitness are helping us all to live longer, healthier lives. This is, indeed, great news. But comes with an important caveat: Longevity has become the biggest risk when you are planning for retirement. So, how do...
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