Tag: #TFANews


IRS Announces 2024 Plan Contribution Limits

If you’re planning to boost your retirement savings, the latest announcement from the Internal Revenue Service (IRS) brings good news. In 2024, contribution limits for most retirement plans will be increased by $500, providing individuals with additional opportunities to secure their financial future. For popular plans like 401(k), 403(b), and most 457 plans, as well […]

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Introducing Our Updated Tobias Mobile Application

Our team at Tobias Financial Advisors is always looking for ways to improve our service. After recently launching our updated financial portal to provide an enhanced experience when viewing your account information, we are excited to announce that our Tobias Mobile application is also updated and ready to download!  Through it, you will have access […]

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TD Ameritrade / Charles Schwab Transition FAQ

As some of you may know, in 2020 TD Ameritrade was acquired by Charles Schwab. They have been operating mostly separately since then and are now in the final stages of combining their businesses. If you have an account at TD Ameritrade, no action is necessary—your account will automatically and securely transition to Schwab at […]

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Welcome Erika Roldan

We are excited to welcome Erika Roldan to our team. Erika serves as a Client Service Intern. She supports our client service and operations team with process reviews, documentation, along with daily tasks. She is passionate about assisting clients on their way to reach their financial goals and gets motivated by seeing them succeed.  Erika […]

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Memorial Healthcare System: CHOP Challenge – 5/17/2023

Steadfast in our commitment to community involvement, Tobias Financial Advisors is a proud supporter of Memorial Healthcare System’s CHOP Challenge. On May 17th, 2023, Memorial Healthcare System will host a food & wine festival to raise awareness of the importance of healthy eating and raise funds to benefit the Memorial Cancer Institute. Attendees will receive […]

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Get to Know Melanie Leal Ramirez

If you were to ask those who know Melanie Leal Ramirez to describe her, the first words they would mention are motivated self-starter.  Melanie takes challenges head-on and has relentless initiative to succeed in anything she does. A perfect example is that prior to joining the Tobias Financial Advisors team, and aside from her career […]

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Edgar Collado on The COO Roundtable Podcast by PFI Advisors

Continuously learning, improving, and having the mentality of “let’s see if there is a better way to do this” are key attributes of a Chief Operating Officer of a company. Recently, our COO Edgar Collado was a guest on The COO Roundtable podcast by PFI Advisors hosted by Matt Sonnen.  Edgar spoke about Tobias Financial […]

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Working with a Real Fiduciary Advisor

Are you working with a real fiduciary advisor and what does it mean for you? When working with an advisor, it is important to ask questions to protect your assets and understand if your financial professional is obligated to look out for your best interests. Recently, our Chief Compliance Officer Edgar Collado discussed topics related […]

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InvestmentNews 2023 Best Places to Work for Financial Advisers

We have some exciting news. On March 7th, 2023, Tobias Financial Advisors has been named one of the 2023 Best Places to Work for Financial Advisers by InvestmentNews!  Tobias Financial Advisors was chosen as one of this year’s top 75 firms based on employer and employee surveys delving into everything from company culture, benefits, career […]

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Introducing our Tax Team

We are excited to introduce our tax team! Our Director of Tax Services Lonnie Sluchak, CPA and our Tax and Operations Analyst Maria Hernandez are the team members behind all tax-related operations for our wealth management and financial planning clients. Lonnie and Maria work tirelessly to ensure that our clients’ tax preparation runs seamlessly. Our […]

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