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Vid Ponnapalli, CFP™, MS, EA
Founder & President, Unique Financial Advisors
Vid Ponnapalli is the founder and president of Unique Financial Advisors. He provides customized financial planning and investment management services for Generation X professionals. Ponnapalli is a Certified Financial Planner™ with an M.S. in Personal Financial Planning.
What to Do When You Have Employer Stock in Your Retirement Plan
investing

What to Do When You Have Employer Stock in Your Retirement Plan

Highly appreciated company stock in your retirement account opens the door for a financial planning strategy that could potentially save you thousands…
October 28, 2017
How Retirees Can Tackle Longevity Risk
Woman doing yoga king dancer pose on beach
retirement

How Retirees Can Tackle Longevity Risk

Ensuring a steady paycheck for your lifetime after you retire is not the same as it was for your parents. So much has changed requiring you to adapt t…
June 28, 2017
4 Ways to Save on Taxes When You Fund Higher Education
taxes

4 Ways to Save on Taxes When You Fund Higher Education

It is tax time — whether we like it or not! And you could save significant tax dollars if you recently funded your kids’ college education, or y…
March 28, 2017
All You Need to Know About Saving for Emergencies
savings

All You Need to Know About Saving for Emergencies

Building an emergency fund may be your most important financial goal. Understand why you need it, how much you should save and where to invest the sav…
December 6, 2016
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What to Consider Before You Get a Loan
credit & debt

What to Consider Before You Get a Loan

Cost isn't the only issue when it comes to taking on debt. You must pay attention to these three equally important factors.
October 24, 2016
How to Tap Your Retirement Savings Penalty-Free
retirement

How to Tap Your Retirement Savings Penalty-Free

Saving for retirement does not lock up your money; in some cases, you can withdraw it early and avoid a 10% charge.
September 23, 2016
3 Questions to Ask Yourself Before Buying a Home
real estate

3 Questions to Ask Yourself Before Buying a Home

Buying a home can be emotional, but you have to focus on making a financially wise decision and do your due diligence.
July 21, 2016
3 Most Dangerous Myths of Retirement Planning
retirement

3 Most Dangerous Myths of Retirement Planning

Rules of thumb may be a good place to start, but they shouldn't dictate all your retirement plans.
June 24, 2016