Nicole Romito

Jul 10, 2024 | advisorpedia.com | Nicole Romito

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 her esteemed colleague, Carrie Shoener, to discuss the critical but often overlooked topic of preparing for the death of a loved one.

Apr 5, 2024 | advisorpedia.com | Nicole Young |Nicole Romito

Written by: Nicole Young Here we’ll bust some of the myths surrounding retirement so we can get on with planning how you will spend your time and make these your best years. Have you ever had these thoughts? It may seem easier to hold off saving for retirement after you pay off your mortgage, college debt, kids’ college bills, and any other large expenses that come up in life.

Feb 23, 2024 | advisorpedia.com | Nicole Romito

There is a big part of the investing world that doesn’t get as much news as equity markets. But it should. In this installment of Dollar$ and $ense, Nicole is joined by Matt Bernardi from Bernardi Securities. Together, they demystify the municipal bond market, a key component in funding local infrastructure projects that are vital to our communities.

Jan 23, 2024 | advisorpedia.com | Nicole Romito

Estate planning is a standard part of any savvy wealth management strategy. If you’ve already initiated this process, you’ve crafted basic trust documents, designated beneficiaries and assigned a power of attorney. The best laid plans, however, can be disrupted by fine print and simple oversights. David Work, Managing Director of Hightower Advisors’ Estate and Financial Planning Group, offers tips to empower you to dig deeper into your estate plan to ensure that it is aligned with your intentions.

Sep 20, 2023 | advisorpedia.com | Nicole Romito

Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning? In this episode, Nicole is joined by Private Vista’s very own Sean Julian to discuss the concept of donor-advised funds (DAFs), which are charitable giving vehicles. Sean explains how DAFs work, the flexibility they offer, and the benefits of using them for charitable giving. They also touch on tax strategies, such as using appreciated securities and “bunching” charitable gifts.