Losing a loved one is never easy. It’s a time of sadness and mourning, but it’s also a time to honor and celebrate their life. In fact, memorializing and honoring the legacy of loved ones is an important part of the grieving process. In this episode, Nicole speaks with Alexandra Koys, founder & CEO of …
Studies have shown that people experience the same level of emotional pain when losing money as they do when experiencing physical pain. Therefore, managing emotions around finances is crucial for making sound investment decisions and achieving financial success. In this episode, Nicole speaks with Will Howson, CFP®, CPFA about managing our emotions when discussing finances. …
We’re back with another episode to break the glass ceiling and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations. In this episode, Nicole continues the celebration of this past Women’s History Month with Laura Adams, Chief HR Officer for Jones Lang LaSalle. Laura shares …
Are you curious about the new regulations in the Secure Act 2.0 and how they could impact your retirement planning? In this episode, Nicole and Laurie Kaplan, CPA, highlights the important changes in the Secure Act 2.0 that were released in late 2022. Laurie explains how these changed regulations affect investors. Laurie discusses: A breakdown …
Breaking the glass ceiling: Join us as we delve into the world of finance and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations. In this episode, Nicole celebrates Women’s History Month and International Women’s Day with Delaney Orozco, CFP®, and Stephanie Nanney, CFP®, CPFA. …
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 …
Marriage, divorce, a late spouse, and age can all affect social security benefits. There’s no simple equation for figuring out which benefit plan works best for you or when you should start taking your benefit, but a financial advisor can help guide you through the process. We are back with another episode of Dollar$ and …
Talking about finances with your family can be a difficult discussion, but it doesn’t have to be. In this episode, Nicole speaks with her colleague, Mary Beth McLean, MBA, CFP, about family wealth planning and having financial discussions with the next generation. Mary Beth shares a few ways to begin the conversation, that it’s ongoing …
As we are living longer and healthier lives, we often take for granted that one day, our situation might change. Planning ahead for your long-term care now can help you avoid unforeseen expenses in the future. In this episode, Nicole is joined by Lauren Weldon, a partner at Margolis Weldon LLC who specializes in elder …
After a year of market ups and downs, investors are looking for an opportunity to pull ahead in the new year. How can they start off 2023 on the right foot? Welcome back to another episode of Dollar$ and $ense! In this episode, Nicole Romito speaks with Bob Westrick, Partner at Private Vista, on how …