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 …
The year is coming to an end. Let’s take a quick look at what has happened in the markets, and see what we can do to anticipate what’s coming. In this episode, Nicole brings Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, onto the show to go over the year-end market update …
Estate planning is hard for many, but it doesn’t have to be. Let’s talk about how to have those tough conversations with family and make the process easier. In this episode, Nicole talks about estate planning with Debbie Feldman, the founder of Debra D. Feldman and Associates, Ltd. Debbie is a licensed and insured clinical …
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 …