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Tag Archives for: "long-term planning"

Don’t Let the Fear of Looking Stupid Lead to Money Mistakes

February 11, 2018
#In The News
 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 [...]

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Marianela Contributes to the Journal of Accountancy as a Guest Editor and Author

February 1, 2018
#In The News
 Marianela Contributes to the Journal of Accountancy as a Guest Editor and Author

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 [...]

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To Knock Out Debt Faster, It’s Time To Reassess Your Payoff Plan

January 29, 2018
#In The News
 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 [...]

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Planning For Tax Reform: To Be Or Not To Be?

December 20, 2017
#In The News
 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 [...]

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6 Female CPAs Share What They Want Their Female Clients to Know About Investing

December 15, 2017
#In The News
 6 Female CPAs Share What They Want Their Female Clients to Know About Investing

Marianela was one of 6 female CPAs interviewed in an article in Zing! By Quicken Loans that asked them to share what they want their female clients to know about investing.You can read the [...]

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

October 11, 2017
#In The News
 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 [...]

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Tobias Financial Advisors in the Journal of Financial Planning

September 11, 2017
#In The News
 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 [...]

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

May 19, 2017
#In The News
 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 [...]

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

May 1, 2017
#In The News
 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 [...]

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Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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