Tag: Back To School
REPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)

REPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)

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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 securing the educational futures of your children or grandchildren. Follow along to learn who can contribute, what expenses qualify, and the benefits of starting early. 

Nicole and Colleen discuss: 

  • What a 529 plan is and how the money invested in it can be used 
  • Differences between state-specific plans and strategic decisions
  • Who and what qualifies for a 529 plan
  • The tax and financial benefits of a 529 plan and how to set them up properly
  • And more

Connect with Nicole Romito: 

Connect with Colleen Dwyer:

About Our Guest: 

Colleen Dwyer’s financial services career began in 2018. As a financial advisor at Private Vista, she develops trusted relationships with clients and collaborates to build a plan that creates financial confidence and independence. She enjoys working with a dedicated and experienced team to deliver personal and critical advice and service, so her clients can be successful both financially and personally.

Colleen loves to spend quality time with her friends and family, and actively participate in her community. She lives with her husband in Lincoln Park and enjoys all the city has to offer – frequent bike rides and trying new restaurants. When not in Chicago, she spends time in Michigan and the western suburbs visiting family. Colleen also loves to travel and looks forward to checking places off her bucket list when she can.

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FEATURE
Where You Go Is Not Who You’ll Be With Corinne Smith (Ep. 4)

Where You Go Is Not Who You’ll Be With Corinne Smith (Ep. 4)

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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 for a student is so important and why talking about finances with students helps them appreciate education as an investment. She then goes over the different financial-aid options available at colleges, and how she counsels students to thrive in high-pressure environments.

Corinne discusses: 

  • Finding the environment that will be the right fit for the student
  • The importance of talking about finances with students and helping them understand that education is an investment
  • The differences between merit-based aids, need-based aids, and scholarships
  • How students can not only survive, but thrive in a high-pressure environment
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Corinne Smith:

About our Guest: 

Corinne has a Bachelor’s Degree in Political Science and Sociology as well as a Masters in Higher Education Administration and Policy from Northwestern University. She is currently pursuing her Doctorate in Diversity and Equity in Education through the University of Illinois Urbana-Champaign. Corinne works as an undergraduate admissions officer at Yale University. During her time in the Yale and Northwestern admissions offices, she has read thousands of applications and served as a voting member on both domestic and international admissions committees.



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