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 [...]
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 [...]
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 & [...]
Over the years, the accounting profession has changed and our CEO Marianela Collado is determined to be a part of this movement. Entering the profession in the early 2000s, Marianela found it not [...]
Are you financially secure in life and death? Not only is it important to have a financial plan during your life, but it’s also equally important to understand your financial plan in the event [...]
We are honored to share that we were recently named one of the fastest-growing privately held companies on the 2021 Inc. 5000 List produced by Inc. magazine. This special designation is awarded [...]
On November 13th, Tobias Financial Advisors is proud to sponsor National Pediatric Cancer Foundation’s Fashion Funds the Cure for pediatric cancer. For almost two decades, this fashion show [...]
