Tobias Financial Advisors is pleased to announce that Yesenia Realejo, CFP®, Catalina Franco-Cicero, MS, CFP®, CTS, and Edgar Collado, CEPA®, have become new shareholders and co-owners of the firm. Their elevation reflects their unwavering dedication, expertise, and invaluable contributions to our company. Wealth Advisors Yesenia Realejo, CFP® and Catalina Franco-Cicero, MS, CFP®, CTS have continuously exceeded our and our client’s expectations. They work tirelessly to ensure that we deliver the best possible service to our clients, and they are both passionate about helping clients reach thei ..read more

This event has passed, you can watch the recording here: https://bit.ly/49DhpWe  Join us on Tuesday, April 16th at 12:30 PM Eastern for our Quarterly Market Update Webinar.  When: Tuesday, April 16th at 12:30 PM Eastern Registration: Click here to register.  Cost: Complimentary  After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your attendance ..read more

We’re thrilled to announce that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, has recently been named Personal Financial Planning (PFP) Champion by The American Institute of Certified Public Accountants (AICPA). This recognition is a testament to Marianela’s unwavering dedication to promoting the importance and value that Certified Public Accountant (CPA) Personal Financial Planners bring to the financial planning community. The PFP Champions are highly engaged PFP Section members and/or PFS credential holders who play a key role in promoting and expanding awareness of the PFP Section ..read more

Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades. Recently, our CIO Matt Saneholtz was quoted in FinancialAdvisor.com, emphasizing the importance of regularly reviewing existing insurance coverage to avoid an unpleasant surprise when it is needed. “Flexible premium life insuranc ..read more

In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. While the tax code generally favors joint returns, there are instances where spouses may benefit from filing apart. Marianela highlighted that income-driven student loan repayment plans are one such scenario where filing separately could be advantageous. She explained that for lower-earning spouses with significant student loan debt, filing jointly could result in substantially hi ..read more

At Tobias Financial Advisors, we understand the importance of staying up to date with tax regulations and deadlines. That is why we strive to keep our clients informed and prepared when it comes to their tax obligations. Our Director of Tax Services, Lonnie Sluchak, CPA and Tax Associate, Maria Hernandez, are diligently working behind the scenes to ensure that our clients’ tax preparation runs seamlessly.  Lonnie and Maria are always here to guide you through the complexities of the tax world. They provide the latest updates on their work as well as a reminder of important deadlines in a ..read more

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.  Tap into Chad’s wealth of experience and analytical acumen, as he provides you with a concise overview of the most recent market developments. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions.  ..read more

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS, will serve as a presenter for the FPA Latino Knowledge Circle on March 5th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances. The Latino Knowledge Circle explores the issues relevant to the LatinX financial planning community and offers advisors an opportunity to engage in discussions, learn from each other, and build valuable connections with peers.  If you are an advisor, interested in the topic and ..read more

We are thrilled to announce that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5th, 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future. Women often face unique challenges when it comes to retirement planning, from the gender pay gap to life expectancy and the hidden costs of caregiving. Marianela will dive into these issues, providing actionable steps to empower women to secure a comfortable retirement.  To learn more and to RSVP, visit: http ..read more

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith, CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.  Chad’s experience and analytical prowess will be at your fingertips every month as he provides a brief overview of the latest market trends. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to help you make well-informed financial decisions.  ..read more