Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event [...]
Are you considering a Roth IRA conversion? If so, the stock market downturn may be your opportunity to act. Recently, our CEO Marianela Collado was quoted on CNBC sharing her expertise on Roth [...]
Most adults want to make sure that their family members won’t be in an emotional or financial crisis in case of their death. However, many people aren’t sure what to do to ensure it doesn’t [...]
On June 10th, Tobias Financial Advisors is proud to sponsor the 2022 Women’s Leadership Summit organized by FICPA. The Summit is designed to bring together novice and experienced professionals [...]
When was the last time you checked your automated payments? Automating financial tasks such as paying bills or transferring money into a savings account is a way of making our lives easier and [...]
Like most young kids, Ramesh went searching for an opportunity to make new friends. To his surprise and trepidation, he discovered the track team. Admittedly not an avid runner and needing [...]
Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at the T3 Technology Conference for Advisors on May 4th, 2022 in Dallas, Texas. The T3 conference is a [...]
Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event [...]
Are you considering a Roth Conversion? If so, you may want to act when the stock market drops. Recently, our CEO Marianela Collado was quoted on CNBC sharing what to consider regarding the [...]
Tobias Financial Advisors is proud to announce that our Wealth Advisor Catalina Franco-Cicero has been selected by InvestmentNews as a recipient of the Excellence in Diversity, Equity & [...]
