Does the economic volatility of the past year and our current market growth have you concerned as to where we are headed? With the Federal Reserve and government creating policies and putting [...]
Tobias Financial Advisors is excited to announce that our CEO Marianela Collado has been selected to participate in the Leadership Institute of the Florida Academy of Collaborative Professionals [...]
Are you looking for a firm that understands your unique needs? Recently, our Wealth Advisor Catalina Franco-Cicero, MS, CFP® shared her expertise with Morningstar about the importance of [...]
“No matter where people are from, they are different, yet the same.” Our very own Monica Serrano learned this through her many travels. With a strong interest in art and architecture, Monica took [...]
Are you planning to receive an inheritance and not sure what to do with it? An inheritance can be structured to serve as a monthly pension for retirement. Planned properly, an inheritance can [...]
Want to know a secret? Even accountants can dread doing their own taxes. Gathering the necessary documents and presenting expenses for oneself is not as satisfying as doing the work for their [...]
