Category: Risk Management


How to Fix a Common Client Problem: Too Little Insurance Protection

Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest […]

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Life Insurance: What You Should Know

September is Life Insurance Awareness Month, and at Tobias Financial Advisors one of our goals is to educate our clients on the importance of Life Insurance and the role it can play in protecting their family’s financial security.  Life Insurance may be necessary depending on your particular financial situation, whether that be income replacement, debt payoff, […]

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How to Fix a Common Client Problem: Too Little Insurance Protection

Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest […]

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Tackling Death: A Stepwise Process for Being Prepared for the Inevitable

Most adults want to make sure that their family members won’t be in an emotional or financial crisis in case of their death. However, many people aren’t sure what to do to ensure it doesn’t happen. Recently our Wealth Advisor Catalina Franco-Cicero offered a stepwise process to prepare for the inevitable in a recent issue […]

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Hurricane Preparation and Tips

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 the unpredictability of these storms, it is important to be prepared should a hurricane head your way. MAKE AN EMERGENCY PLAN AND […]

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3 Ways We Help Clients Avoid Financial Elder Abuse

Elder fraud is a very real and growing issue, although accurate statistics are hard to nail down. The majority of cases go unreported or are underreported. For an example, however, last year the SEC reported that in New York, victims’ losses totaled $109 million. The National Council on Aging defines financial exploitation, as “the misuse […]

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Taking Risks in Retirement

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 article, big risks can have big downsides, and smaller investment pools can tolerate less risk. To learn more about taking risks and avoiding […]

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