Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning? In this episode, Nicole is joined by Private Vista’s very own Sean Julian to discuss the concept of donor-advised funds (DAFs), which are charitable giving vehicles. Sean explains how DAFs work, the flexibility they …
Navigating the complexities of estate planning can feel overwhelming, and many of us are uncertain about how to initiate this crucial conversation with our families But don’t let your fears of the unknown stop you from planning this important piece of your legacy. Join guest Lindsey Markus, Asset Protection Attorney and Shareholder Principal at Chuhak …
How can you optimize your year-end financial planning? With the end of the year nearing, it’s a good idea to review our financial plans and look at what we have set up for the long-term. In this episode of Dollar$ and $ense, Jim Weil CFP®, CIMA®, managing partner at Private Vista, joins Nicole Romito to …
Discover the Secrets of Fertility with Expert Allison K. Rodgers! Are you longing to start a family but feeling uncertain about your next steps? This episode is for you! Join Nicole Romito as she sits down with renowned fertility doctor, Allison K. Rodgers. Get ready to be enlightened with all the ins and outs of …