Tag: Financial Advisor


Don’t Forget About the I in D&I

Tobias Financial Advisors is dedicated to celebrating the diversity of our team. Recently, our CEO Marianela Collado collaborated with TD Ameritrade Institutional sharing one of the many ways the firm encourages team members to be their authentic selves. To learn more about the importance of diversity and inclusion at Tobias Financial Advisors, click here. 

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How to Choose a Financial Advisor

Did you know that lack of personal finance knowledge costs the average American $1,200 a year? Recently, Forbes magazine provided important insight about how to choose a financial professional. What may seem like a simple choice, can be quite complex. In this article, the various types of advisors, their services, and compensation are outlined. When […]

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How to Make Money Decisions When the Future Is Uncertain

Have the last few months left you frozen in your tracks? Have you felt a sense of fear about your current financial situation? With more uncertainty on the horizon, working with a financial advisor can help you navigate these unusual times.  Recently, Tobias Financial Advisors’ President Matthew Saneholtz was quoted in the Wall Street Journal […]

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Get to Know Yesenia Realejo

For many of us, we go through life constantly looking for answers. We start as toddlers asking why, then on to children seeking answers in school, and eventually adults searching for viable solutions in the workplace; we are forever answer seekers. For our Wealth Advisor, Yesenia Realejo, she is a believer that true learning takes […]

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How to Put Family First in a Divorce

While marriage brings together two houses and two individuals to share one journey, divorce divides that union so that they may once again lead their separate lives. In reality, returning to the lives they led before marriage is rarely the case. A wedded life weaves together finances, career trajectories, and most importantly creates a family […]

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How to Tell If You Need a Human to Help Do Your Taxes

Marianela Collado shares tips with nerdwallet.com about how to tell if you need a human to do your taxes. She said: “If all of your income came from your employer, you’re not itemizing on your return and nothing complicated is going on in your life, tax software could be a good choice, says Marianela Collado, […]

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7 Tips for Preparing Your Taxes in a Divorce

Even without considering finances, divorces are not an easy time for anyone. Molly Burton shared tips with NerdWallet to help your prepare for taxes during your transition. —– Hyperlinks on this site point to sites beyond this page. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information […]

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