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Monthly Archive for: "May, 2020"

The One Thing You Probably Haven’t Done in Quarantine – But Should.

May 29, 2020
#In The News
 The One Thing You Probably Haven’t Done in Quarantine – But Should.

When was the last time you took your financial temperature? Just as we care for our physical health, it is equally important to care for our financial well-being.   [...]

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Learn More About What Drives Marianela

May 21, 2020
#TFA News
 Learn More About What Drives Marianela

Latin Business Today featured Marianela in its “Everyday People, Make the World Go Round” series. In this interview, she shares more about her daily life and balancing it all, as well as what [...]

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Get to Know Peggy Curtis

May 20, 2020
#TFA News
 Get to Know Peggy Curtis

“There’s a story…” Many of us remember the nine blocks that appeared, with nine smiling faces, at the end of the Brady Bunch theme song. Seeing a family of that size for some seemed inspiring and [...]

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Liz Weston: Should You Give Your Kids Equal Inheritance?

May 13, 2020
#In The News
 Liz Weston: Should You Give Your Kids Equal Inheritance?

Do your estate planning documents reflect the appropriate message you intend to leave to your heirs? The financial legacy you leave behind can, at times, cause families to come [...]

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Get to Know Edzai Chimedza

May 7, 2020
#Uncategorized
 Get to Know Edzai Chimedza

Unhu can be translated as “I am because we are.” The significance of community as family and family as community is a deep-rooted value in African culture. The roles of family and community merge [...]

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401 (k) vs. Roth 401 (k): Which One is Better for You?

May 5, 2020
#Retirement Planning
 401 (k) vs. Roth 401 (k): Which One is Better for You?

Are you confused about which retirement plan is better suited for your individual financial situation? If you or someone you know is unsure, you will want to check out this article on Bankrate. [...]

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Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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