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...
by Vid Ponnapalli | Jul 20, 2016 | Retirement Planning
Recently I was talking to a good friend of mine, who is in his early fifties, about his retirement planning. I asked him how prepared he was. Here is what he said: I am all covered. I will retire at 65. I expect my retirement expenses to be 70% of my pre-retirement...
by Vid Ponnapalli | Apr 15, 2016 | Retirement Planning
“HealthCare Costs for Couples in Retirement Rise to an estimated $245,000” claims a Fidelity Investments report. If you are approaching Retirement, this is an important financial concern that must be addressed. So, what do you do? How do you cover these expenses? Do...
by Vid Ponnapalli | Dec 8, 2015 | Retirement Planning
When changing jobs from one employer to another, I heard from many a simple question: What should I do with the qualified (tax-deferred) money that is in a plan sponsored by ex-employer? What are my options? While choosing the exact option depends on individual...
by Vid Ponnapalli | Oct 17, 2015 | Retirement Planning
It is a common misconception that retirement planning is all about saving for retirement. While it is indisputable saving is important, the true starting point in “Retirement Planning” is not about money. Retirement Planning starts by estimating how long you might...
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