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 [...]
On November 6th, champions will unite and be recognized for their local leadership in the name of inclusion. Tobias Financial Advisors is a proud supporter of Best Buddies and is honored to [...]
Tobias Financial Advisors is dedicated to celebrating the diversity of our team. Recently, our CEO Marianela Collado collaborated with TD Ameritrade Institutional sharing one of the many ways the [...]
Do you have someone you can trust with your finances? For women that value financial security, finding a Financial Advisor they can trust is critical. With a passion for helping women achieve [...]
The window of opportunity to receive certain benefits when transferring wealth could slowly be closing. Today’s environment has provided both families and business owners unique opportunities [...]
