Are you at risk of owing more in taxes if you receive an advance child tax credit? Before you spend this credit, it is important to understand its potential impact on your tax bill. Recently, [...]
Are you wondering if you should roll over your 401(k)? Whether you are switching jobs or researching a potentially better investment option, before you roll over your 401(k) there are certain [...]
Would you like to save more, pay less in taxes, and transfer money tax-deferred or even tax-free to your heirs? When working with an advisor, tax planning is an important part of wealth [...]
Having debt is not always a negative. Most of us have some forms of debt; however, managing and planning for this debt is essential. Recently, Financial Advisor Catalina Franco-Cicero, MS, CFP® [...]
Just because you have extra time, does not mean you should take advantage of it. Beginning on February 12th, the IRS will start accepting tax returns for the 2020 tax year. Although many of us [...]
How have the results of the recent election impacted your financial plan? Recently, Tobias Financial Advisors’ CEO Marianela Collado was quoted on Fox Business discussing important financial [...]
COVID-19 stay-at-home orders meant our team spent the last few months working remotely, something that comes with a lot of advantages, as well as its share of challenges. The thing we missed the [...]
With the arrival of hurricane season, it is vital that preparations and plans are in place. This year, COVID-19 will most likely influence your emergency plan in the event of a hurricane. With [...]
Are you confused about which retirement plan is better suited for your individual financial situation? If you or someone you know is unsure, you will want to check out this article on Bankrate. [...]
High-deductible health insurance plans come with Health Savings Accounts (HSAs), which are a tax-efficient way to pay for medical expenses, now and in the future. They can also be an effective [...]
