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Monthly Archive for: "May, 2019"

Mom Marianela Featured in Weston Life

May 29, 2019
#In The News, TFA News
 Mom Marianela Featured in Weston Life

Congratulations to Marianela for being featured in Weston Life magazine. In its May 2019 issue, Weston Life features a number of local moms and their impact on the community. Marianela was chosen [...]

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3 Ways We Help Clients Avoid Financial Elder Abuse

May 29, 2019
#Risk Management
 3 Ways We Help Clients Avoid Financial Elder Abuse

Elder fraud is a very real and growing issue, although accurate statistics are hard to nail down. The majority of cases go unreported or are underreported. For an example, however, last year the [...]

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5 Ways to Automate Your Savings — a Smart Financial Move

May 28, 2019
#Investment Plan
 5 Ways to Automate Your Savings — a Smart Financial Move

I grew up in Queens, New York. From an early age, I learned a powerful financial principle — and saw that simple concept can make all the difference in lifetime financial success. No matter how [...]

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Taking Risks in Retirement

May 17, 2019
#In The News, Retirement Planning, Risk Management
 Taking Risks in Retirement

Sometimes taking risks seems rather enticing, especially in retirement when you have time to research new ideas and the latest stocks. But as Marianela Collado points out in this New York Times [...]

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How Marianela is Changing the Face of Finance

May 14, 2019
#In The News, Women
 How Marianela is Changing the Face of Finance

Marianela Collado, CEO at Tobias Financial Advisors, recently wrote an article for the Andersen Alumni Association’s quarterly newsletter. The Andersen Alumni Association exists to provide an [...]

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Marianela Named Hispanic Women of Distinction Honoree

May 6, 2019
#In The News, TFA News
 Marianela Named Hispanic Women of Distinction Honoree

Congratulations to our own Marianela Collado for being named an honoree for the Hispanic Women of Distinction award. Out of dozens of outstanding nominations, 12 women from Broward, Dade and Palm [...]

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How You Can Better Prepare for Homeownership

May 1, 2019
#In The News, Wealth Management
 How You Can Better Prepare for Homeownership

There are a number of pros and cons when you decide to go from renting to owning a home. In a recent NerdWallet article, “Millennial Money: 3 things that change when you own a home,” Marianela [...]

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