by Vid Ponnapalli | Jun 6, 2018 | Estate Planning, Wealth Management
In recent times, I worked with quite a few clients who already have estate documents, albeit executed many years ago. Invariably, each of them asked me these very important questions – 1) What should we do if the last Will we executed is old?, 2) How often we...
by Vid Ponnapalli | May 31, 2018 | Home buying, Wealth Management
My wife and I took our long-awaited vacation at Turks and Caicos last week. Apart from enjoying the white sandy beaches and the cool breezes, I also noticed there was so much enthusiasm in fellow-vacationers about owning a second home at the beach front. And, the...
by Vid Ponnapalli | May 22, 2018 | Wealth Management
Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when we’re feeling depressed. As a Financial Advisor,...
by Vid Ponnapalli | Apr 4, 2018 | Wealth Management
Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter, review your asset allocations...
by Vid Ponnapalli | Feb 16, 2018 | Wealth Management
Sometimes it’s hard to ask for help and you think you can – or should – handle things yourself. Whether it’s taking care of a nagging injury, fixing the sink, changing the oil in your car or doing your own taxes. The same questions often arise about finances and...
by Vid Ponnapalli | Dec 30, 2017 | Wealth Management
Welcome to the New Year, 2018! There is no better time than now to reflect on how you have been managing your finances, and perhaps begin the New Year with a commitment to do a deep-dive financial analysis. Do You agree? If you do, here are seven ways to get you on a...
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