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. [...]
Sometimes taking risks seems rather enticing, especially in retirement when you have time to research new ideas and the latest stocks. But as Marianela Collado points out in this New York Times [...]
Tobias Financial Advisors was recently featured on the American Express Open Forum article titled “Employee Retirement: 4 Options for Offering Your Workers a Savings Plan.” You [...]
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 [...]
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an [...]
When making a major decision in our lives, whether purchasing a new car, buying our first home, saving for retirement, or investing in our children’s education, we are all looking for the same [...]
Early October marks the 10-year anniversary of the S&P 500 Index reaching its all-time high before losing more than half its value over the next year and a half during the global financial [...]
At the start of our adult lives, so much of our time is spent on how we’re going to earn our living and build a career that satisfies us. So little of that time is spent on planning how to manage [...]
Tobias Financial Advisors proudly advises families across generations and often assists our clients with legacy planning. Many of our clients are challenged with how to provide the best care for [...]
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 [...]
