Have you heard of the 529 plan? It could be your new key to unlocking a brighter future for your kids while being financially efficient. Join Nicole Romito as she and her colleague, Colleen Dwyer share the essentials of 529 plans, the tax advantages they offer, and how they can be an integral part of …
Are you going through a divorce and need some financial wisdom? Recently Nicole Romito was a guest on The Divorce and Beyond Podcast with Susan Guthrie. Today’s episode features a replay of an insightful conversation that delves into complex financial issues during and after divorce. Gain insights on matters that arise during divorce – including …
Jumping into managing your finances can be overwhelming, especially straight out of college. But don’t worry, this week on Dollar$ and $ense we are replaying a popular episode that includes an insightful conversation about how young adults can build healthy financial habits. Join Nicole Romito as she chats with Carrie Shoener (nee Mangan) about the …
Reflecting on the loss of a loved one is an agonizing journey nobody willingly embarks on. Yet, those who take proactive steps to brace themselves for such an inevitable occurrence are often spared the crippling weight of financial burden and the relentless onslaught of emotional upheaval in the aftermath. Join Nicole Romito as she welcomes …
Despite the certainty of life’s endpoint, many individuals find themselves unprepared for the emotional and financial implications when a loved one suddenly passes away. Do you have the right people and processes in place? Join Nicole Romito and guest Delaney Orozco for an insightful dive into the complexities surrounding the sudden death of a loved …
Ever wondered how your credit score affects your life beyond loans and credit cards? Join Nicole Romito alongside relationship banker at Wintrust Bank, Kenneth Ashford for a deep dive into the far-reaching effects of credit. From the basics of starting your credit journey to advanced strategies for maximizing your score, Kenneth sheds light on the …
In this final installment of this two-part series, host Nicole Romito and guest Matt Parenti delve into executive compensation, providing valuable insights for navigating this complex realm. They discuss essential strategies for maximizing compensation plans, minimizing risk, addressing tax implications, and integrating these elements into long-term financial planning to achieve personal goals. Nicole and Matt …
Are you a corporate executive navigating the complexities of executive compensation? Follow along in this installment as Nicole Romito is joined by Matt Parenti a fellow partner at Private Vista. Learn the ABCs of executive compensation and how to maximize your compensation plans for financial success and security in today’s ever-evolving market landscape. Nicole & …
When thinking about your financial plan, are you focusing on the serious aspects and how adult the conversation is? Or are you adding in some humor to create a more fulfilling retirement plan? In this episode, Nicole Romito speaks with Julie Liss, Chief Strategy Officer and Managing Director at Hal Riney, on the importance of …
Are you grappling with the complexities of selling your business, unsure of where to start or how to navigate the process? In this enlightening episode, Nicole is joined by seasoned professionals, Matthew Hammer and Dawn Mase from Wintrust Commercial Banking, to shed light on the intricacies of selling a business. Through their experiences and insights, …