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Monthly Archive for: "January, 2017"

Fort Lauderdale Retirement: The Benefits and Pitfalls

January 23, 2017
#Retirement Planning
 Fort Lauderdale Retirement: The Benefits and Pitfalls

While the beat may never stop in the big city of Miami, the longstanding international party of South Beach may not be your dream setting for your golden years. You still may be interested in [...]

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5 Things To Discuss With Your Clients As They Embark On Retirement in Financial Advisor Magazine

January 20, 2017
#In The News
 5 Things To Discuss With Your Clients As They Embark On Retirement in Financial Advisor Magazine

Tobias Financial Advisors founder, Benjamin Tobias, penned an article for Financial Advisor magazine highlight topics that financial advisors should thoroughly discuss with clients. Read the full [...]

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6 Things to Consider When Retiring in Fort Lauderdale, Florida

January 18, 2017
#Retirement Planning
 6 Things to Consider When Retiring in Fort Lauderdale, Florida

The mention of Fort Lauderdale may bring up unshakeable memories of college spring breaks, endless days on the sand, and your inexpensive rental that you scooped up for yourself and a group of [...]

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Jeff and Matthew Go Inside ETFs

January 16, 2017
#TFA News
 Jeff and Matthew Go Inside ETFs

For the second year in a row, according to FinancialPlanning.com, ETFs (Exchange Traded Funds) are the most recommended type of marketable security type by financial planners. Understanding the [...]

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Can You Afford to Live into your Hundreds?

January 9, 2017
#Investment Planning, Retirement Planning
 Can You Afford to Live into your Hundreds?

Did you know that the average American’s life expectancy is now 78-years-old and that figure will likely continue to grow higher year after year? Did you also know that the U.S. Department of [...]

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Financial Planning for 2017: A Fresh Financial Start for the New Year

January 2, 2017
#Assets, Investment Planning, Tax Planning
 Financial Planning for 2017: A Fresh Financial Start for the New Year

The new year is an opportunity to start fresh and address any concerns or fine tune your financial plans. The first quarter of the new year will come and go without much effort so it’s better to [...]

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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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