Tag: Financial Planner Ft. Lauderdale


Seven Shareable Tips on How to Overcome Credit Card Debt

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 their values with their goals. Passionate about debt reduction and healthy expense management, we’ve asked Catalina to share her knowledge and experience with our readers. Read her full […]

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Don’t Let the Fear of Looking Stupid Lead to Money Mistakes

Don’t know what to do with your money? Here’s how to brush off embarrassment and get help. Marianela Collado shares insights on how you can manage your money like a pro. You may not know a lot about personal finance, but you probably generally know what you want.  Maybe you want to pay down student […]

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Is January a Good Indicator for the Year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price movement of the S&P 500 during the month of January may signal whether that index will rise or fall during the remainder of the year. In other words, if […]

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To Knock Out Debt Faster, It’s Time To Reassess Your Payoff Plan

Ben Tobias shares insights on how you might maximize your tax plan for paying off debt: If you’re taking the standard deduction, “effectively, all that interest is no longer deductible.” Read the full article at CNBC.   Hyperlinks on this site point to sites beyond this page. We provide these links as a convenience only […]

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Planning For Tax Reform: To Be Or Not To Be?

Marianela Collado shared her tax expertise with the South Florida Reporter before the recent changes to the tax code. Read the full article online.   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 on those other […]

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The True Value of Giving

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 ourselves. Eventually we’re able to make moves to better our loved ones, our community, and their futures out of our own prosperity. […]

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