Wealth Management Archives - Unique Financial Advisors

Complex Compensation Requires a Different Kind of Advisor

by Vid Ponnapalli | Mar 27, 2022 | Wealth Management

The benefit of becoming a high earner is apparent: more money. You can go beyond creating financial security for yourself and your family and start making choices that may have been out of reach. Not having to worry about covering the basics can also provide you with...

What to Do When Market Volatility is Rearing its Head?

by Vid Ponnapalli | Mar 17, 2022 | Wealth Management

It’s no secret that the past two years have been an interesting time to be investing in the market. It’s also no secret that the past 12 years have been Among the best years for investors to be consistently in the markets. The S&P 500 hit a bottom on March...

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 One Million Dollars Enough for Retirement?

by Vid Ponnapalli | Jan 31, 2022 | Financial Planning, Wealth Management

We cover many different topics and strategies in personal finance, but everything generally maps to one primary goal – having enough money to retire comfortably. One of the most common numbers that comes to people’s minds when they think about retirement...

Cash Flow Planning for Mid-career Professionals

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

Cash Flow Planning When You’re at the Mid-Point of Your Career Your financial journey has a lot of milestones and transitions along the way. However, it generally breaks down into stages in which your needs, goals, and risk profile may look different than in...

« Older Entries

Complex Compensation Requires a Different Kind of Advisor

What to Do When Market Volatility is Rearing its Head?

Having Successful Money Conversations as a Couple

Roth Conversions: Creating Flexible Income in Retirement

Is One Million Dollars Enough for Retirement?

Cash Flow Planning for Mid-career Professionals

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