Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a speaker on CNBC Your Money 2022 on Tuesday, November 1st at 12:00 PM ET. The program features [...]
We often feel helpless when watching interest rates climbing or stocks falling. The sense of no control over such events can be rather frustrating. Another financial pain point that significantly [...]
The deadline for third-quarter estimated taxes is September 15th, applying to income from self-employment, small businesses, investments, gig economy work and more. If you have not been sending [...]
Recently, our COO Edgar Collado was a guest on Wealth Science Podcast by CRM Science hosted by Joe Griffith. Edgar spoke about Tobias Financial Advisors, his insights from T3 Technology [...]
Our CEO Marianela Collado was featured in Shoutout Miami where she offered us a deeper look into her personal and professional life. She shared her experience as a business owner, what challenges [...]
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 [...]
