Tag: News


When Should Spouses File their Taxes Jointly?

There are pros and cons to filing your taxes jointly with your spouse – or separately. Do you know which one is best for your circumstances? Marianela Collado was interviewed for this NBC News article, covering how spouses should file depending on their situation.

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Welcome to Catalina Franco-Cicero

Tobias Financial Advisors is happy to welcome Catalina Franco-Cicero to our team. Catalina joins us as a financial advisor. She will be working strategically with clients to develop financial plans and educate them on financial wellness opportunities in the long and short terms. Catalina has a background in wellness, creating a myriad of fitness programs […]

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Most retirees get little advisor help on Social Security: Study

On June 28, 2016, Ben Tobias was quoted in the CNBC.com article, “Most retirees get little advisor help on Social Security: Study.” The article focuses on the need for more individuals to get help understanding the Social Security benefits and options that are available to them. Link to the article:¬†https://www.cnbc.com/2016/06/27/most-retirees-get-little-advisor-help-on-social-security-study.html

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