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Monthly Archive for: "May, 2017"

The ABCs of Education Savings Accounts

May 30, 2017
#Children, College Planning
 The ABCs of Education Savings Accounts

As a parent, your child’s education takes a great deal of attention, direction, and nurturing. What begins with story-time evolves into hours at the kitchen table, parent-teacher conferences, and [...]

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Reached Your Savings Goals? Here’s What to Do Next

May 19, 2017
#In The News
 Reached Your Savings Goals? Here’s What to Do Next

When you’ve reached a point of financial stability, how can you continue to improve? Marianela discusses the importance of insurance in this article in NerdWallet.   —– Hyperlinks on this [...]

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Education Saving Strategies

May 16, 2017
#Children, College Planning
 Education Saving Strategies

Whether your children are still in diapers or getting ready to start middle school, the sooner you start saving for their futures, the more prepared you’ll be when the time comes for them to head [...]

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When Should Your Loved Ones Stop Driving?

May 2, 2017
#Children, Estate Planning, Retirement Planning
 When Should Your Loved Ones Stop Driving?

Tobias Financial Advisors proudly advises families across generations and often assists our clients with legacy planning. Many of our clients are challenged with how to provide the best care for [...]

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Smartest, dumbest things people do with 401(k) funds

May 1, 2017
#In The News
 Smartest, dumbest things people do with 401(k) funds

What mistakes do people make often with their 401(k)’s? How can you take advantage of the benefits of 401(k) funds? Marianela Collado discussed Roth to IRA conversions with CNBC. Read the full [...]

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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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