Tag: Financial Planner


Financial Advisor Women’s Choice Award 2020

Do you have someone you can trust with your finances? For women that value financial security, finding a Financial Advisor they can trust is critical. With a passion for helping women achieve their goals personally, professionally, and financially, Tobias Financial Advisors’ CEO Marianela Collado was recently recognized in USA Today as a Women’s Choice Award […]

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How to Keep Your Business Compliant with Government Regulations

As a business owner, you have a lot on your mind. Keeping the everyday details of your business humming along, while also looking ahead to avoid pitfalls and grow at a steady pace, can be a balancing act. According to a U.S. Trust report, one of the top five worries for all business owners is […]

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Business Insurance & Tax Tips

Business Insurance & Tax Tips The rule of thumb when it comes to getting a clear picture and strategy for your business’ taxes is to meet with your tax professional to discuss the details of your particular set of circumstances. However, you might find yourself asking some basic questions on what you can deduct or […]

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Preparing For Success After You Sell Your Business

Preparing For Success After You Sell Your Business You’ve worked hard to build a business that makes you proud. In many ways, your identity has been wrapped up in this brand, but now it’s time to move on. Looking ahead to the days after you sell is an important step in preparing for a successful […]

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Why Your Business Plan Shouldn’t be Your Retirement Plan

Considering how much time and resources you pour into your business, it’s natural to believe your investment in it will also roll into your future retirement. However, leaning solely on your business as a source for your retirement funds has big risks — even for businesses that have consistent and significant growth each year. Let […]

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Is 50 too Late to Start Planning for Retirement?

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 is–you’re not and chances are you’ve spent your time up until now tackling other important goals of yours such as raising […]

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Teaching Your Children to Manage Money

Let’s face it. Most people don’t love talking about money. And in the chaos of family life, lots of other priorities come up faster and louder, taking your attention away from teaching your children about money. But if they are going to manage their own finances, and someday yours as well, you want to know […]

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Five Signs You’re Getting a Raw Deal from Your Financial Advisor

When you reach out for advice, you hope you’re receiving advice from an expert, especially when it comes to your financial future. But sometimes it’s a challenge to decipher whether your financial advisor is objective, knowledgeable and working towards your end goals or simply using lots of “jargon” to make it seem as such. Here […]

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Non-Deductible IRA

What is a Non-Deductible IRA? Non-deductible IRAs are among the various ways you can save for your retirement. With non-deductible IRAs, the funds you contribute are not deducted from your taxes in the year you contribute. It isn’t the first line of defense for contributing to retirement accounts, but it may be the most suitable […]

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