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 [...]
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 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 [...]
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 [...]
Did you know that even if your spouse doesn’t have any earned income, you can establish and contribute to his or her IRA. This is a simple but potentially powerful financial planning opportunity. [...]
Sometimes taking risks seems rather enticing, especially in retirement when you have time to research new ideas and the latest stocks. But as Marianela Collado points out in this New York Times [...]
Whether you’ve postponed your retirement planning or just haven’t taken as deep a dive into it as you would have hoped, you may feel as though you’re a bit behind the curve. The truth [...]
We all worry about money. Whether you worry about how to pay your bills next month or about estate and tax planning, we all have has some concern about how to best use the money we have. With [...]
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 [...]
