Tag: IRA


Are Spousal IRA Contributions Right for Your Situation?

Did you know that even if your spouse doesn’t have any earned income, you can establish and contribute to his or her IRA. This is a simple but potentially powerful financial planning opportunity. This comes as a surprise to many because they believe that each taxpayer has to have their own earned income. This is […]

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5 Ways to Automate Your Savings — a Smart Financial Move

I grew up in Queens, New York. From an early age, I learned a powerful financial principle — and saw that simple concept can make all the difference in lifetime financial success. No matter how much money people were making or what type of job they had, if they automated their savings, they were better […]

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Smartest, dumbest things people do with 401(k) funds

What mistakes do people make often with their 401(k)’s? How can you take advantage of the benefits of 401(k) funds? Marianela Collado discussed Roth to IRA conversions with CNBC. Read the full article here.   —– Hyperlinks on this site point to sites beyond this page. We provide these links as a convenience only and […]

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Key Dates During Retirement

Just like any goal in life, your retirement is met in stages. Those stages often coincide with a particular age date and are comprised of different levels of benefits and opportunities to protect your lifestyle. Marianela Collado, Senior Financial Advisor at Tobias Financial Advisors, shares how to maximize your wealth during retirement and keep track […]

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