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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Your Financial Life Cycle series is about building the life and the future you want. It’s about taking advantage of what life has to offer while at the same time sidestepping the pitfalls and [...]
In our first article related to Life Cycle planning, we discussed how to plan and prepare for your family goals whether it was getting married, purchasing real estate, or preparing for [...]
Tobias Financial Advisors proudly advises families across generations and often assists our clients with legacy planning. Many of our clients are challenged with how to provide the best care for [...]
Discussing financial issues is never easy, but when you need to have that conversation with aging parents or loved ones, it’s common for the conversation to become even more difficult. According [...]
This article was featured in the Personal Finance section of the El Nuevo Herald on Sunday, January 31, 2016. The link to the published article can be found at the bottom of this post. We all [...]
