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Monthly Archive for: "March, 2017"

Protect Your Elders from Financial Abuse

March 29, 2017
#Children, Retirement Planning
 Protect Your Elders from Financial Abuse

When it comes to financial exploitation, the unfortunate reality is that the elderly are often the targets of scams and other abusive criminal activity. Since financial elder abuse is a crime [...]

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Webinar: Learn the Signs of Elderly Exploitation

March 28, 2017
#Events
 Webinar: Learn the Signs of Elderly Exploitation

Elderly exploitation is becoming an increasingly more pervasive and costly problem affecting victims, their families and our nation as a whole. According to the National Center on Elder Abuse [...]

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Tobias Financial Advisors to Join the Institute for the Fiduciary Standard

March 24, 2017
#In The News, TFA News
 Tobias Financial Advisors to Join the Institute for the Fiduciary Standard

Tobias Financial Advisors, a leader in fee-only financial planning firms, will join the Institute for the Fiduciary Standard’s nationwide registry of fiduciary firms in 2017. Registrants are [...]

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Taking Care of Your Loved Ones: Start the Conversation

March 22, 2017
#Children, Retirement Planning
 Taking Care of Your Loved Ones: Start the Conversation

As we grow older and accumulate wealth, we gradually steer our minds toward the legacy we’ll leave behind for our families. We want to ensure our families reap the benefits of our earnings after [...]

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Molly Burton, CFP® is now a NAPFA Registered Financial Advisor

March 13, 2017
#TFA News
 Molly Burton, CFP® is now a NAPFA Registered Financial Advisor

We at Tobias Financial Advisors are always proud to announce when one of our team members receives a new designation, title, or prestigious membership. To that end, we are very excited to report [...]

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Benjamin Tobias Attends the National LINC TD Ameritrade 2017 Conference in San Diego

March 8, 2017
#TFA News
 Benjamin Tobias Attends the National LINC TD Ameritrade 2017 Conference in San Diego

Our President, Benjamin Tobias, CFP®, CPA/PFS, AIF®, attended the National LINC 2017 conference put on by TD Ameritrade in San Diego. As a financial planner, it is always important to stay up to [...]

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5 Things To Discuss With Your Clients As They Embark On Retirement

March 3, 2017
#In The News
 5 Things To Discuss With Your Clients As They Embark On Retirement

Benjamin Tobias, CFP®, CPA/PFS, AIF® shares retirement readiness tips in Financial Advisor Magazine. Read more here: https://goo.gl/Nul8mP   —– Hyperlinks on this site point to sites beyond [...]

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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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