Private Vista LLC

Teaching kids about money doesn’t have to feel complicated.

Simple, everyday lessons can help children build healthy financial habits early. Ideas include:

👛 Earning an allowance
🐖 Saving in a piggy bank
📝 Setting goals
🎮 Playing money-related games

Our latest blog shares quick, practical, age-friendly ways parents can make saving money fun, meaningful, and empowering for their children.

🔗: Read the full article here:

Teach Your Child How and Why to Save Money Article by By Carrie Shoener, CFP®, MSF featured in Greet Magazine Learning how to save money is a crucial skill for achieving financial success. It is best to instill this habit from an early age, so parents should start teaching their children about saving money as early as possible. Here are fiv...

Please join us in congratulating Jorge Alvarado on his 5-year anniversary with Private Vista! 🙌

Jorge joined our team shortly after graduating from Indiana University, beginning his career as an Associate Trader working under our Director of Investments. Over the past five years, Jorge has continued to grow in his role, earning promotions to Trader and Senior Trader, while also passing the challenging CFA exam.

Jorge has become an integral member of our trading team, and we are grateful for his dedication, professionalism, and contributions to our practice.

📣 Congratulations, Jorge, on 5 years!

Today we take a pause for Memorial Day to honor and remember the brave men and women who gave their lives in service to our country.

In observance of the holiday, our office will be closed today, Monday, May 25. We will resume normal business hours on Tuesday, May 26.

Nobody wants to find out they made a costly Medicare mistake after the fact!

But that happens more often than people realize.

Enrollment deadlines, employer coverage rules, penalties, prescription plans, and income-related charges can all create expensive surprises when people don’t fully understand how Medicare works.

In this replay episode of Dollar$ and $ense, Nicole Romito speaks with Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, about the decisions people face as they approach Medicare eligibility and retirement healthcare planning.

One of the biggest takeaways from the conversation is how much confusion exists around avoiding penalties and selecting coverage that actually fits your lifestyle and healthcare needs.

Retirement healthcare planning isn’t something most people can afford to ignore until the last minute.

Play now and share it with someone approaching age 65. 👉 https://hubs.li/Q04h1TWC0

We’re excited to share that Matt Parenti, Partner, CFP®, MSF, was recently featured in The Daily Upside!

The article discusses how advisors are thinking about artificial intelligence as an investment theme. Matt shared a thoughtful perspective on taking a broad market approach and viewing AI-related investments as part of a diversified portfolio.

We’re proud to celebrate this feature and grateful to The Daily Upside and Jeff Benjamin for including Matt’s insight.

Read the full article here: https://hubs.li/Q04h1Rgl0

As of late last year, USPS is updating their postmark rules, and they could affect whether your tax filings and mail-in ballots reach their destination by the deadline.

These new guidelines could result in your important records being marked later than the day you sent them and considered arriving late.

To stay ahead of time-sensitive document deadlines, taxpayers and voters should understand the USPS processing adjustments for their various mail-in records.

It is important to take a proactive approach in avoiding unnecessary delays and issues by speaking with your advisor to determine a reliable strategy that supports your goals.

Learn more about how mail is processed through USPS, how it impacts tax filing, and what you can do to make sure your documents meet their deadlines. 👇

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How the USPS Postmark Rule Changes Affect Voters and Taxpayers USPS Impacts on Voting Deadlines and Tax Filing For many taxpayers, filing season requires more than just submitting federal and state returns electronically. Income documentation, payments, and supporting documentation for deductions and credits may still need to be sent through the mail. The same....

Big congratulations to Nicole Romito! 👏

Nicole was recently featured in Barron's Advisor, sharing financial planning insight for newlywed couples as they think through combining finances and building shared goals.

We’re proud to see Nicole’s thoughtful perspective highlighted in a national financial publication and grateful to Barron’s Advisor for including her in this important conversation.

Read more in our press release: https://hubs.li/Q04gxsCz0

As a parent, you are responsible for making decisions for your minor child regarding their health, finances, education and residence.

However, once your child turns 18, that legal authority changes.

Creating a durable power of attorney (DPOA) should be approached thoughtfully and in partnership with your child.

Thoughtful preparation today can provide confidence and clarity tomorrow for both you and your child as they begin this next chapter.

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Steps to Set Up a Durable Power of Attorney for Your College Student Understanding the Steps and Importance of Creating a Power of Attorney As a parent, you are responsible for making decisions for your minor As a parent, you are responsible for making decisions for your minor child regarding their health, finances, education and residence. However, once your child t...