Tag: Personal Finance


How to Put Family First in a Divorce

While marriage brings together two houses and two individuals to share one journey, divorce divides that union so that they may once again lead their separate lives. In reality, returning to the lives they led before marriage is rarely the case. A wedded life weaves together finances, career trajectories, and most importantly creates a family […]

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Confronting Identity Theft and Internet Fraud

The unprecedented scale of the Equifax breach has renewed fears about cybersecurity and identity fraud. With the sensitive information of over 100 million Americans being compromised at the negligence of one of the very institutions built to protect and monitor our personal credit, the anxiety is warranted. When we think about identity theft, we often […]

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Financial Tips for College Students

With the average tuition and board in the United States ringing in at about $20,000 a year for a public institution and almost $46,000 a year for a moderately priced private university, capitalizing on the college experience shouldn’t include building a debt larger than necessary. In fact, as a young adult this may be the […]

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Protect Your Elders from Financial Abuse

When it comes to financial exploitation, the unfortunate reality is that the elderly are often the targets of scams and other abusive criminal activity. Since financial elder abuse is a crime that is on the rise, it is important to recognize when it is taking place. It is also important to understand what steps should […]

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Taking Care of Your Loved Ones: Start the Conversation

As we grow older and accumulate wealth, we gradually steer our minds toward the legacy we’ll leave behind for our families. We want to ensure our families reap the benefits of our earnings after our passing and will be supported as they pursue their own life goals. While legacy planning can begin at any stage, […]

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Who needs life insurance?

This article was featured in the Personal Finance section of El Nuevo Herald on Sunday, April 24, 2016. Please find the link to the published article at the bottom of this post. By: Marianela Collado, Senior Financial Advisor at Tobias Financial Advisors If your house is anything like my house, you know that death and money is […]

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The Importance of Having Updated Estate Planning Documents

This article was featured in the Personal Finance section of El Nuevo Herald on Sunday, May 8, 2016. Please find the link to the published article at the bottom of this post. By: Marianela Collado, Senior Financial Advisor at Tobias Financial Advisors If at some point in your life, you took the time to have legal documents […]

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Advice for the care of children with special needs

This article below was written by Marianela Collado, Senior Financial Advisor at Tobias Financial Advisors. It was featured in the Personal Finance section of El Nuevo Herald on Sunday, May 8, 2016. Please find the link to the published article at the bottom of this post. Raising a child with special needs can be quite […]

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