by Vid Ponnapalli | Apr 7, 2019 | 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 | Dec 12, 2018 | Wealth Management
Can you believe it? We are almost done with 2018 and in a few days move into the New Year, 2019. 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...
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 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 | 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...
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