A 529 plan is a college investment plan that offers tax and financial aid advantages, but what exactly is covered? In this episode, Nicole provides an overview of 529 plans with her colleague, Colleen Dwyer. Colleen covers an overview of what a 529 plan is, the different advantages of the plan, and some of its …
Did you know that having an accountant, financial planner, and advisor working together can help take some of the stress off managing your finances while still keeping your best interests in mind? In this episode, Nicole speaks with Ryan Guedel, CPA and partner at account and consulting firm CJBS, about how to put together a …
With the current market cycle, we aren’t surprised a lot of people are feeling anxious about their financial plans and investments. Many people don’t know what to do or expect. In this episode, Nicole brings on a colleague from Private Vista, Randy Porzel, CFP, RICP, to discuss investment strategy, and what to do and not …
From selecting which school to finding what extracurriculars are available, applying to college involves many important considerations. Have you checked them all off your list? In this episode, Nicole talks with Corinne Smith, co-author of College Essay Journal: A Mindful Manual for College Applications, about college admissions. Corinne dives into why finding the right environment …
If you’re hesitant to reach out to a financial advisor, you certainly shouldn’t be. Sure, it might seem like there is a lot to the process, but Nicole is here to help ease some of your anxiety. In this episode, Nicole Romito takes you through what it’s like to become a client at Private Vista. …
Whether you found us by our website, our podcast or a referral, you might wonder what to expect if you choose to work with us, at Private Vista. In this episode, Nicole Romito gives a debrief of what the Private Vista experience is like. She goes over what it’s like to call the office and …
Welcome to Dollar$ and $ense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. We combine our years of personal and professional experiences with those of our guest experts to help you create the life you imagine. In this episode, Nicole introduces Private Vista, what they specialize in, and what their clients …
