Tag: Tobias Financial Advisors


Get to Know Catalina Franco-Cicero

“There are no better lessons than the ones that life has to offer.” If given the fortunate opportunity to meet Catalina “Cat” Franco-Cicero, the first thing you most likely notice is her beaming smile and positive attitude. Immigrating to America at the age of eight, Cat became a major resource for her family. As she acquired […]

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Get to Know Peggy Curtis

“There’s a story…” Many of us remember the nine blocks that appeared, with nine smiling faces, at the end of the Brady Bunch theme song. Seeing a family of that size for some seemed inspiring and for others overwhelming. Well, if you add a few more blocks, you will discover a family portrait of Peggy’s […]

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Get to Know Marianela Collado

“An investment in knowledge pays the best interest.” This profound thought by Benjamin Franklin directly relates to our CEO Marianela “Nela” Collado. “Growing up, I loved school. I loved learning, especially math. My teachers were some of my greatest influences and motivators.” With this type of inspiration, for a very long time, Nela dreamed of […]

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Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the […]

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Discussing Finances with Aging Parents and Loved Ones

Discussing financial issues is never easy, but when you need to have that conversation with aging parents or loved ones, it’s common for the conversation to become even more difficult. According to a study by the National Endowment for Financial Education, seven out of ten adults find it difficult to discuss financial issues with aging […]

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Join Tobias Financial Advisors in the Walk to End Alzheimer’s®

This October, Tobias Financial Advisors is supporting the Alzheimer’s Association in their annual Walk to End Alzheimer’s®. This is the largest event in the nation that targets to raise awareness as well as fight Alzheimer’s. Did you know that Alzheimer’s is the 6th leading cause of death in the United States? Or that in 2016 […]

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Marianela Collado Joins Tobias Financial Advisors as a Shareholder

Congratulations are in order to our very own Marianela Collado, CPA/PFS, CFP®. As of July 1st, 2016 she has officially become a shareholder at Tobias Financial Advisors. Marianela joined Tobias Financial Advisors in October 2015, and serves as a Senior Financial Advisor. Her contribution to Tobias Financial Advisors is extremely important to our organization and […]

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What is Cyber Crime, and how can you protect yourself against it?

You’ve likely heard many stories about Cyber Crime in the news and perhaps you even know some people who have been affected by one of these crimes. If you’ve ever received a spoofed email (an email that falsely looks like it’s coming from someone or a business you know), or received a request to respond […]

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The Benefits of Health Savings Accounts

This article was featured in the Personal Finance section of El Nuevo Herald on Sunday, March 13, 2016. Please find the link to the published article at the bottom of this post. Recently there’s been quite a lot of buzz surrounding Health Savings Accounts or “HSA” and rightfully so.  With the increased cost of health […]

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