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 [...]
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® [...]
