The recent passage of the Secure Act 2.0 introduced fresh opportunities for retirement savings, but it also brought along some potential challenges that could catch savers off guard. Being aware [...]
How much you need to retire depends on the expectations for life in retirement. Therefore, before thinking about how much money you will need, it is crucial to think through your expectations for [...]
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 [...]
Are you confused about which retirement plan is better suited for your individual financial situation? If you or someone you know is unsure, you will want to check out this article on Bankrate. [...]
High-deductible health insurance plans come with Health Savings Accounts (HSAs), which are a tax-efficient way to pay for medical expenses, now and in the future. They can also be an effective [...]
In the process of financial planning for retirement, we work with a lot of different statistics and formulas to get you the information you need. We analyze your income, investments, savings and [...]
Tobias Financial Advisors founder, Benjamin Tobias, penned an article for Financial Advisor magazine highlight topics that financial advisors should thoroughly discuss with clients. Read the full [...]
