Are you financially secure in life and death? Not only is it important to have a financial plan during your life, but it’s also equally important to understand your financial plan in the event [...]
What are some steps you can take to address your personal finances in the Coronavirus economy? Recently, Tobias Financial Advisors’ CEO Marianela Collado was quoted on Fox Business about the [...]
Have you ever heard of a Child IRA? As long as your children are earning income, they can begin to contribute to an IRA and build a solid financial foundation. How Do You Begin? The first step is [...]
Tobias Financial Advisors’ CEO, Marianela Collado, is passionate about the role our financial advisors play in the lives of our clients and the importance of financial planning in general for [...]
Tobias Financial Advisors was recently featured in an Investor’s Business Daily article titled “Experienced Advisors Dish Out Pearls Of Wisdom To Rookie Planners.” You can read the full [...]
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 [...]
Tobias Financial Advisors CEO Marianela Collado started her financial career as CPA. In the February 2018 edition of the Journal of Accountancy, she gets back to her accounting roots both serving [...]
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 [...]
In the process of financial planning for retirement, we work with a lot of different statistics and formulas to get you the information you need. We analyze your income, investments, savings and [...]
Whether you’re 21 or 51, sometimes the word budget connotes a cringe-worthy adult chore that seems like the opposite of what you want to be doing – living life to its fullest. Budgeting may feel [...]
