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 [...]
Is your savings account generating the best possible returns? If you do not have a high-yield savings account, you could be missing out on interest rates 10 to 20 times higher than standard [...]
Tax season officially began on Friday, February 12th. With a delayed start, experts expect this year to come with its share of challenges. Recently, our CEO Marianela Collado was quoted on Fox [...]
“For as long as I can remember, writing provided an escape. As a child, I escaped into a world of imagination. As an adolescent, I documented my daily happenings through a journal. In college, I [...]
Did you know that making more money in retirement could equate to higher Medicare premiums? Understanding Medicare math is essential and could save you hundreds of dollars a month in retirement. [...]
Do you sometimes experience fears about what would happen in the event you face a health crisis? We cannot predict the future, but we can plan for it. Recently, Catalina Franco-Cicero, CFP® was [...]
Will you be affected by the potential change to the estate tax laws? Financial advisers should be proactively working with their clients in anticipation of these changes. Our CEO Marianela [...]
Tobias Financial Advisors is excited to announce that our CEO Marianela Collado has been selected as an InvestmentNews 2020 Women to Watch award recipient! This honor reflects Nela’s dedicated [...]
Officially, on September 25, 1980, the one-child policy came into effect across China. During this time, our very own Xiaofang “Flora” Thomas became her parents’ only child. “Being the only child [...]
Are you unsure about who will manage your last wishes? Choosing an executor is an important decision and when you do not have close family or friends, the decision can become that much more [...]
