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Monthly Archive for: "February, 2014"

After 50, Growing A Nest Egg Gets Easier

February 20, 2014
#In The News

On CNBC.com, February 20, 2014, Matthew Saneholtz was quoted in the article After 50, Growing A Nest Egg Gets Easier. The article discusses the advantages that those in their 50’s have when [...]

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40-Plus? It’s Not Too Late to Start Saving

February 11, 2014
#In The News

On CNBC.com, February 11, 2014, Matthew Saneholtz was quoted in the article 40-Plus? It’s Not Too Late to Start Saving. The article explains that an individual is typically in his or her [...]

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Where have all the Vanderbilts, Carnegies and Rockefellers Gone?

February 6, 2014
#Estate Planning, Tax Planning

Throughout the history of the United States, there have always been super-wealthy individuals and families; but rare is the case when the superwealth lasts more than a few generations.  Think of [...]

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Recent Posts
  • The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
    The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
    Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
  • Welcome Alexander Bailey
    Welcome Alexander Bailey
  • Nearing Retirement and Falling Behind in Savings
    Nearing Retirement and Falling Behind in Savings
  • Top 5 States Where Retirees Are Moving
    Top 5 States Where Retirees Are Moving
  • Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
    Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
  • Get To Know Christopher Brooks
    Get To Know Christopher Brooks
  • Welcome, Lonnie Sluchak!
    Welcome, Lonnie Sluchak!
  • Introducing Our New Tobias Financial Advisors’ Client Portal
    Introducing Our New Tobias Financial Advisors’ Client Portal
  • What’s The Difference Between a Broker and an Advisor?
    What’s The Difference Between a Broker and an Advisor?
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About Us
Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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