Why is college planning more important today than ever before and what are the advantages of having a college plan? The earlier you start planning the better. Planning early can help spare your [...]
Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National [...]
How much you need to retire depends on the expectations for life in retirement. Therefore, before thinking about how much money you will need, it is crucial to think through your expectations for [...]
Continuously learning, improving, and having the mentality of “let’s see if there is a better way to do this” are key attributes of a Chief Operating Officer of a company. Recently, our COO Edgar [...]
As you are researching your wealth management options, you will see a number of names for those who can help you invest, including brokers and advisors. While on the surface they may seem [...]
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 [...]
Are you contemplating whether to sell a property? If so, you could be eligible for a 1031 exchange. This complex tax strategy could postpone a hefty tax payment, but there are some important [...]
Have you and your spouse experienced high medical bills this past year? If so, you may want to consider filing separate tax returns. Recently, our CEO Marianela Collado was quoted on CNBC [...]
Are you in the process of collecting your tax documents? Overlooking a form can cause unnecessary delays and some can even be criminal. Recently, our CEO Marianela Collado was quoted on CNBC [...]
If you are approaching or celebrating your 60th birthday this year, it critical to ensure your retirement plan is prepared to meet your needs and goals throughout these years. Going through a [...]
