Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event [...]
Are you considering a Roth IRA conversion? If so, the stock market downturn may be your opportunity to act. Recently, our CEO Marianela Collado was quoted on CNBC sharing her expertise on Roth [...]
Most adults want to make sure that their family members won’t be in an emotional or financial crisis in case of their death. However, many people aren’t sure what to do to ensure it doesn’t [...]
When was the last time you checked your automated payments? Automating financial tasks such as paying bills or transferring money into a savings account is a way of making our lives easier and [...]
Are you considering a Roth Conversion? If so, you may want to act when the stock market drops. Recently, our CEO Marianela Collado was quoted on CNBC sharing what to consider regarding the [...]
Tobias Financial Advisors is proud to announce that our Wealth Advisor Catalina Franco-Cicero has been selected by InvestmentNews as a recipient of the Excellence in Diversity, Equity & [...]
We are honored to share that we were recently named one of the fastest-growing privately held companies on the 2021 Inc. 5000 List produced by Inc. magazine. This special designation is awarded [...]
Did you know that making more money in retirement could equate to higher Medicare premiums? Understanding Medicare math is essential and could save you hundreds of dollars a month in retirement. [...]
Do you sometimes experience fears about what would happen in the event you face a health crisis? We cannot predict the future, but we can plan for it. Recently, Catalina Franco-Cicero, CFP® was [...]
Will you be affected by the potential change to the estate tax laws? Financial advisers should be proactively working with their clients in anticipation of these changes. Our CEO Marianela [...]
