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Runaway inflation hurting South Florida retirees and delaying it for many more

According to the Center for Research Retirement, the selloff has erased nearly $3 trillion from retirement accounts.

When Is It OK to Leave Kids Unequal Inheritance?

InvestmentNews Honors Tobias Financial Advisor s Catalina Franco-Cicero for Efforts in Diversity, Equity & Inclusion

#FASuccess: Marianela Collado on Successful Succession Planning

Financial Advisor Success Podcast! My guest on today’s podcast is Marianela Collado. Marianela is the CEO and majority shareholder of Tobias Financial Advisors, an independent RIA based in Plantation, FL, that services over $500 million of assets for just under 300 households. What’s unique about Marianela, though, is that she is the next generation owner and leader of Tobias Financial, having successfully navigated an unexpectedly accelerated succession plan laid out by the founder, Ben Tobias, and in the years since has grown the firm from a one-person practice into a business with multiple lead-advisors and an eye towards developing a subsequent succession plan for the

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