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Tobias Financial Advisors
https://tobiasfinancial.com/Last activity: 28.02.2026
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Mentions in press and media 14
| Date | Title | Description |
| 28.02.2026 | Trump Accounts: "Tax-Free" Claims Face Reality Check Amid Unanswered Questions | President Trump's 2026 State of the Union address presented "Trump Accounts" as revolutionary "tax-free" investment opportunities for American children. This optimistic characterization quickly faced scrutiny from financ... |
| 26.02.2026 | Trump accounts aren’t exactly ‘tax-free,’ as the president said. Here’s how they work | In his State of the Union address, President Donald Trump touted Trump accounts, a type of tax-advantaged investment account for kids, but referred to them as “tax-free.” These accounts function like individual retirement accounts, with som... |
| 21.02.2026 | Financial Advisor Playbook Trump accounts have ‘more unanswered questions than answered,’ expert says. What’s still unknown | Following a massive publicity push, many families have started the process of opening Trump accounts, early data shows. Children under two could see their accounts pre-funded on July 4 with $1,000 seed money from the Treasury. But other que... |
| 10.12.2025 | Financial Advisor Playbook Social Security beneficiaries’ tax bills may change due to recent legislation. What to know | Two laws enacted in 2025, President Donald Trump’s “big beautiful bill” and the Social Security Fairness Act, may change beneficiaries’ federal tax liability on their benefits. Here’s how those changes may impact tax bills — and what moves ... |
| 24.10.2025 | Financial Advisor Playbook Inherited IRAs have a key tax change for 2025. What to know to avoid a penalty of up to 25% | There is an inherited IRA change for 2025 that could trigger an IRS penalty of up to 25% before year-end. Starting in 2025, certain non-spouse heirs, including adult children, must start taking required minimum distributions while emptying ... |
| 18.04.2025 | The College Decision: Prestige vs. Personal Fit | In the landscape of higher education, choices abound. For many students, the allure of prestigious universities shines brightly. But what happens when a student opts for a lesser-known institution? This is the story of Lananh La, an 18-year... |
| 15.04.2025 | How much cash to keep in your home right now, according to money experts | With tariffs creating economic uncertainty, many Americans are rethinking their emergency savings — and whether to keep some physical cash at home. Not every financial planner thinks physical cash is essential, but some say it’s wise to kee... |
| 29.01.2023 | 3 ways to save money to pay bills after a layoff, especially if you have high credit card balances | It can be difficult to recover financially from getting laid off, especially if you have high credit-card debt. Violeta Stoimenova/Getty Images Insider's experts choose the best products and services to help make smart decisions with your m... |
| 26.01.2023 | Married couples could see big cuts in monthly student-loan payments by filing taxes separately. Here's how. | Couples filing taxes separately may qualify for lower monthly payments under new proposed IDR regulations. Camille Tokerud/Getty Images Insider's experts choose the best products and services to help make smart decisions with your money (he... |
| 04.04.2022 | InvestmentNews Honors Tobias Financial Advisor's Catalina Franco-Cicero for Efforts in Diversity, Equity & Inclusion | PLANTATION, Fla. (PRWEB) April 04, 2022 InvestmentNews has named Tobias Financial Advisor's Catalina Franco-Cicero, MS, CFP®, as a recipient of its Excellence in Diversity, Equity & Inclusion Award for 2022. With the award, InvestmentNe... |
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