Category: Retirement Planning


Taking Risks in Retirement

Sometimes taking risks seems rather enticing, especially in retirement when you have time to research new ideas and the latest stocks. But as Marianela Collado points out in this New York Times article, big risks can have big downsides, and smaller investment pools can tolerate less risk. To learn more about taking risks and avoiding […]

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Is 50 too Late to Start Planning for Retirement?

Whether you’ve postponed your retirement planning or just haven’t taken as deep a dive into it as you would have hoped, you may feel as though you’re a bit behind the curve. The truth is–you’re not and chances are you’ve spent your time up until now tackling other important goals of yours such as raising […]

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Why Even Rich People Worry About Money

We all worry about money. Whether you worry about how to pay your bills next month or about estate and tax planning, we all have has some concern about how to best use the money we have.  With money comes a responsibility to use it well, and with more money comes more responsibility to be […]

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Seven Shareable Tips on How to Overcome Credit Card Debt

Catalina Franco-Cicero joined Tobias Financial Advisors in October 2017 as a Financial Advisor.  In this role, Catalina focuses on co-creating possibilities along with her clients by matching their values with their goals. Passionate about debt reduction and healthy expense management, we’ve asked Catalina to share her knowledge and experience with our readers. Read her full […]

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The Numbers That Matter for Retirement

In the process of financial planning for retirement, we work with a lot of different statistics and formulas to get you the information you need. We analyze your income, investments, savings and returns  to assess how much money you have right now, how much you will have, and how much you can have, based on […]

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4 Steps to a Better Budget at Any Age

Whether you’re 21 or 51, sometimes the word budget connotes a cringe-worthy adult chore that seems like the opposite of what you want to be doing – living life to its fullest. Budgeting may feel like someone told you to put your pocketbook on a diet and suddenly all you can think about are the […]

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The True Value of Giving

To add value to anyone’s life, we first must start with ourselves. By taking care of our own needs, facing our own challenges, and building our independence, we begin the path to better ourselves. Eventually we’re able to make moves to better our loved ones, our community, and their futures out of our own prosperity. […]

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Why Incentives Matter: Brokers vs. Fee-Only Advisors

When making a major decision in our lives, whether purchasing a new car, buying our first home, saving for retirement, or investing in our children’s education, we are all looking for the same thing; knowledgeable and unbiased advice.  However, it can sometimes be difficult to know whether the advice we are getting is truly in […]

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6 Simple Questions to Ask About Your Financial Advisor’s Standards

Anyone given the power to act on behalf of another person in highly sensitive situations that require the utmost care and integrity may be called a fiduciary. Some favorite examples include: your doctor, your attorney, your banker, or your real estate agent. By that definition, we believe your financial planner should always act as your […]

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The True Value of a Financial Planner

At the start of our adult lives, so much of our time is spent on how we’re going to earn our living and build a career that satisfies us. So little of that time is spent on planning how to manage our wealth once we’ve started building our earning power. Time begins to be spread […]

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