As you may or may not know, during the last two weeks of 2019, there was a major piece of legislation that affects quite a few staple planning opportunities. Our goal is to always provide [...]
For many couples, the source of conflict can be finances. In fact, according to a recent PolicyGenius article, which quoted our own Catalina Franco-Cicero, many couples would choose to pay to [...]
Are finances, stress and wellness related? Are there any numbers to back it up? Recently, Catalina Franco-Cicero, CFP®, was featured in a Financial Advisor article about a panel discussion she [...]
Is a 401(k) part of your retirement plan? For many Americans, it’s an integral part of their financial planning strategy. But are you making the most of your 401(k)? You don’t have to be a [...]
A cornerstone of who we are as a firm is our commitment to helping people. It’s why we exist. That commitment not only includes our team and our clients, but also our community. We each find ways [...]
Diversity and inclusion in our industry have come a long way. And still have a long way to go. On September 24, we and a few of our colleagues were honored with Diversity and Inclusion awards [...]
It’s true we don’t have a crystal ball, so as we plan for the future we can’t guess everything that may or may not come up. One of the hardest parts of planning for an unforeseen future is [...]
Recently, our CEO Marianela Collado was spotlighted in Our City Weston magazine, featuring her 2019 Hispanic Woman of Distinction recognition. The article speaks to her community involvement, [...]
Tobias Financial Advisors was recently selected as an Outstanding Practices finalist as part of InvestmentNews’ Excellence in Diversity & Inclusion Awards program. We’re so honored by this [...]
Tobias Financial Advisors is a tight-knit group; teammates are committed to the success of each other and our firm as a whole. When we bring new associate advisors into the fold, we truly believe [...]
