Wealth Management Archives - Unique Financial Advisors

Financial Freedom = Financial Capability

by Vid Ponnapalli | Jun 10, 2023 | Financial Planning, Wealth Management

Financial Freedom = Financial Independence As you become successful in your career, buy a home, save, and invest, you’re building knowledge and capability. But are you gaining the ability to achieve the Fianncial Freedom you have been dreaming of?...

Planning Your Finances When You’re in the Sandwich Generation

by Vid Ponnapalli | Jun 2, 2023 | College Planning, Retirement Planning, Wealth Management

Planning Your Finances When You’re in the Sandwich Generation Everyone likes a good sammie – they can be delicious and convenient. But when you’re the filling, it’s a different story. A recent survey by the Pew Research Center found that more than 50% of...

Is it Time to Hire a Financial Advisor?

by Vid Ponnapalli | Aug 1, 2022 | Financial Planning, Wealth Management

Is it Time to Hire a Financial Advisor? How Do You Even Do That? For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional. This could be at any stage of life;...

Tax Loss Harvesting to Help Minimize Taxes

by Vid Ponnapalli | Jul 24, 2022 | Tax Planning, Wealth Management

Tax Loss Harvesting to Help Minimize Taxes An Upside of a Down Market? Tax Loss Harvesting to Help Minimize Taxes During bear markets or times of stock market volatility, it can be tempting to tune out financial news and stop checking your account...

Staying Safe Around Bears

by Vid Ponnapalli | Jul 16, 2022 | Wealth Management

The S&P 500 recently breached bear territory, which is largely agreed to be a market that has dropped 20% from a recent peak. It’s common to see some retracing. The “bear-market bounce” is real. However, even if the market recovers a bit, it will take some...

Planning for Retirement with Equity Compensation

by Vid Ponnapalli | Jul 8, 2022 | Retirement Planning, Wealth Management

Stock options and restricted stock units (RSUs) are becoming more common as part of a total compensation package. But there are differences between saving for retirement from salary and incorporating stock into a retirement plan. Making automatic contributions to an...

Financial Freedom = Financial Capability

Planning Your Finances When You’re in the Sandwich Generation

Is it Time to Hire a Financial Advisor?

Tax Loss Harvesting to Help Minimize Taxes

Staying Safe Around Bears

Planning for Retirement with Equity Compensation

Recent Comments

Archives

Categories

Meta

Success!

Thank you for your interest. Your FREE E-Guide is on its way! Please make sure to check your inbox.