Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We b
So you’re ready to sell your business or have been thinking about selling for a while, now what?
In this two-part episode, Nicole speaks with...
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$...
Divorce is an emotional time for both spouses, but it’s important not to let emotions control the process. How can you build the best team for your...
The Secure Act 2.0 is ever-evolving and has brought up some important questions recently, so let’s go over them!
Laurie Kaplan, CPA, partner...
Estate planning is important for everyone, but why is it especially important for the sandwich generation?
In this episode, Nicole introduces...