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Vid Ponnapalli, MS, CFP®, EA often contributes to various media outlets. Scroll down for his views about various Financial Advisory topics.

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From Vid Ponnapalli, MS, CFP®, EA 

My Quest for Unbiased Advice Led Me Here

Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement.

FINANCIAL WELLNESS - ONE STEP AT A TIME

 

Creating a sense of wellness in your financial life isn’t too different from steps you would take for wellness in other areas. It requires thoughtful planning, meticulous organization, a plan for action, and the discipline to carry it through.

 

In this FREE guide, we walk through seven steps to achieving financial wellness in your life.

 

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