Private Vista LLC

06/24/2026

As another school year approaches, many families are thinking about how to plan for future education expenses.

With college tuition costs continuing to increase, starting early and choosing the right savings strategy can make a meaningful difference.

👇In our latest article, explore common questions about:
- Contributions
- Scholarships
- Excess funds
- State‑specific benefits
- And more

🔗: Read the full article here:

Savings, scholarships, and 529 plan information to consider for college students by Financial Advisor Randy Porzel Summer is officially here – filled with BBQ’s, Pool-Time, Vacation, and a countdown to the first day of school. Before we know it, those tuition bills will be due and/or we’ll be ...

06/22/2026

Your adult child lands a job, but rent, moving expenses, and everyday costs make it difficult to get started independently. So what do you do?

Many families are choosing a different path. They're allowing adult children to live at home for a period of time while they build savings, create an emergency fund, or prepare for a future home purchase.

In this episode of Dollar$ And $ense, Nicole Romito and Joyce Marter discuss how parents can support young adults without sacrificing accountability, boundaries, or long-term financial goals.

If you've ever wondered where support ends and independence begins, this conversation is worth your time.

👉 https://hubs.li/Q04lN1Hf0

Watching an adult child take their first steps into independence ca...

06/19/2026

Our offices will be closed today in observance of Juneteenth.

Today, we pause to recognize and reflect on the importance of Juneteenth, a day that honors freedom, resilience, and progress.

We will return to normal business hours on Monday, June 22.

06/17/2026

Congratulations to Stephanie Nanney, Jim Weil, and Mary Beth McLean on being named to AdvisorHub’s 2026 1,000 Advisors to Watch rankings!

Stephanie was recognized on the Under $1B list, while Mary Beth and Jim were recognized on the Over $1B list. We are proud to celebrate this achievement and the care, leadership, and commitment these advisors bring to our clients and team each day.

Read more about the recognition here: https://hubs.li/Q04lF5PX0

06/15/2026

As we reach the halfway point of the year, it can be helpful to revisit your financial goals and help ensure your plan still reflects your current circumstances.

Our latest article walks through a practical checklist covering:
💵 Cash Flow
🏦 Savings
📊 Investments
💰 Taxes
💬 And More!

Reviewing your budget, debt, investments, and tax position now can help prevent surprises later and keep you moving toward your long‑term objectives.

Explore the full article for a deeper look at the steps that can help strengthen your financial plan in the months ahead. 👇

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Why it is Important to Check-in on Your Financial Goals Mid-Year With the year now halfway through, now is a great time to do a check on your finances to make sure you are progressing toward your goals and see if you need to make any adjustments based on life changes or change in financial […]

06/12/2026

Believing in your company is one thing, but having your paycheck, career, and investments all tied to the same company is something else entirely.

Matt Parenti joins Nicole Romito to discuss why executives need to think carefully about concentration risk when company stock becomes a major part of compensation.

A strong company can still face industry pressure, market swings, or unexpected changes that affect stock value fast.

That’s why diversification conversations matter, especially when your future income and investments are connected to the same place.

This episode of Dollar$ And $ense offers practical insight into executive compensation, stock planning, deferred comp, and long-term financial decision-making.

Hear the complete conversation: https://hubs.li/Q04k9Xyf0

06/10/2026

Transitioning into retirement brings new financial responsibilities, including navigating IRS mandated required minimum distributions (RMDs).

These withdrawals can influence taxes, cash flow, and long term planning, making it helpful to review your strategy ahead of time.

Since RMDs are a key part of retirement, understanding how they’re calculated and what strategies may help manage them can make a meaningful difference in your overall plan.

Read more about how you can learn the rules, deadlines, and potential planning opportunities to consider before your first distribution.👇

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Understanding RMDs and How to Plan for Them Wisely You’ve spent the last several decades responsibly saving as much as possible in a tax-efficient manner, including by contributing to your tax-deferred accounts. Now it’s finally time to enjoy your retirement, but a new, possibly daunting era of ...

06/08/2026

As student loan policies evolve and repayment options become more complicated, assessing the differences between consolidation and refinancing is increasingly important.

Student loan consolidation and refinancing offer their own benefits, but also key considerations.

With policy changes taking effect in 2026, understanding how each option impacts flexibility, interest costs, and long term planning is more important than ever.

Learn more about how you can ensure that your student loan strategy aligns with your broader financial goals.👇

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Discussing and Understanding Debt Consolidation Versus Refinancing for Student Loans Student loans—whether federal or private—can be difficult to repay, largely due to the interest that accrues over time. In some cases, interest begins accruing while you are still in school, when you may not yet...

06/05/2026

The higher someone climbs professionally, the more complicated their financial life can become.

It’s not just about income anymore. Now there are attorneys, tax planners, stock compensation, deferred comp plans, estate considerations, and decisions that can affect retirement years down the road.

In this conversation, Matt Parenti explains why executives often need someone who can connect all the moving parts instead of looking at each decision separately.

One choice around stock, taxes, or benefits can ripple into several other areas of life.

That’s why this episode of Dollar$ And $ense focuses on executive compensation planning and the importance of seeing the full picture before making major financial decisions.

If you work with executives, lead a company, or receive compensation beyond salary, this conversation is worth hearing.

Listen to the full episode today. https://hubs.li/Q04hSXNF0

06/04/2026

As early career job seekers face a tougher market than previous generations, the transition they face from college to financial independence can feel overwhelming.

From underemployment, unpredictable market shifts, to rising financial responsibilities, the path forward isn’t always clear.

Explore unique options and steps new graduates can take to take on early career challenges in today’s setting.

Learn more about what graduates can do to build momentum and how thoughtful financial guidance can help them navigate this stage with confidence.

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How New Grads Can Navigate Entering An Evolving Job Market In the past few years, the job market has been shaped by a steady stream of difficult headlines: slower hiring, more selective employers, and waves of layoffs—some tied to rapid advances in artificial intelligence. Taken together, these tr...