Thinking about diving into the real estate market? Whether youre a seasoned pro or a first-time buyer, this episode is your go-to guide for navigating todays dynamic real estate landscape. In this e

Purchasing annuities can be confusing, and on top of that, theyre often an emotional decision. In this episode, Nicole Romito breaks down annuities with Steve Merdinger, ChFC, CFP, Partner at Priva

You could build the best financial plan for your retirement, with enough money for trips and relaxing days for the rest of your life. But what will you do during your retirement? Playing golf and seei

Amidst these unprecedented times, a burning question arises: Should you maintain a diversified portfolio? In this episode, Nicole Romito and Bob Westrick, Partner at Private Vista, provide a mid-year

Navigating personal finances after college can be challenging for many young individuals who lack proper guidance on savings, investments, and managing their 401(k)s. What are some goals and rules the

Lets face it, Medicare plans are an alphabet soup. Lets simplify them together. In this episode, Nicole talks to Carly Rosswurm, the director of Medicare Solutions at Ash Brokerage, to clear the air

Losing a loved one is never easy. Its a time of sadness and mourning, but its also a time to honor and celebrate their life. In fact, memorializing and honoring the legacy of loved ones is an import

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 mak

Were 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 episo

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