Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event [...]
Recently, Senior Wealth Advisor Matt Saneholtz was quoted on MarketWatch supplying key information to parents looking to provide their child with a gift. “Anything can happen in life and it may [...]
Tobias Financial Advisors is proud to announce that Yesenia Ramirez, CFP® is joining Community Foundation for Palm Beach and Martin Counties’ Philanthropic Advisory Council Ambassador [...]
Over the years, the accounting profession has changed and our CEO Marianela Collado is determined to be a part of this movement. Entering the profession in the early 2000s, Marianela found it not [...]
Unhu can be translated as “I am because we are.” The significance of community as family and family as community is a deep-rooted value in African culture. The roles of family and community merge [...]
Have you ever heard of a Child IRA? As long as your children are earning income, they can begin to contribute to an IRA and build a solid financial foundation. How Do You Begin? The first step is [...]
We hope everyone had a great Thanksgiving in the company of their friends and family! In the spirit of giving, we have a story to share that could not have been more timely. This November we [...]
