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 [...]
We believe in the future of financial planning. When we hire advisors, we look for ways to get them involved immediately and help them learn the profession — even as we learn from them. You can [...]
If you’re looking to do some remodeling or make some updates on your home, you’re probably looking at your budget and wondering how you’re going to afford it. Home improvement loans are [...]
Do you find budgeting to be a difficult endeavor? According to this Credit Karma article, the majority of Americans are NOT sticking to a budget. Yet, budgeting can keep you focused and [...]
