Tag: financial strategy


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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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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Tax season surprise! 4 things you didn’t know were taxable

CEO and Senior Financial Advisor, Marianela Collado, sheds light on the income sources you didn’t know were reportable income in USA Today.   —– 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 sites. […]

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Stock Trading vs. Investing: What’s the Difference?

Matt Saneholtz, Tobias Senior Financial Advisor, explains how stock trading and investing require different approaches. Read the full article at NerdWallet. —– 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 sites. All expressions […]

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Tobias Financial Advisors in the Journal of Financial Planning

For Matthew and Marianela, taking the helm at Tobias Financial Advisors was a dream come true. Read about how they used their knowledge of succession planning to ensure a smooth transition in “NexGen Acquisition Success: Partnership, Patience, and Teamwork,” printed in the September 2017 issue of the Journal of Financial Planning. —– Hyperlinks on this […]

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Reached Your Savings Goals? Here’s What to Do Next

When you’ve reached a point of financial stability, how can you continue to improve? Marianela discusses the importance of insurance in this article in NerdWallet.   —– 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 […]

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