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Monthly Archive for: "December, 2017"

Planning For Tax Reform: To Be Or Not To Be?

December 20, 2017
#In The News
 Planning For Tax Reform: To Be Or Not To Be?

Marianela Collado shared her tax expertise with the South Florida Reporter before the recent changes to the tax code. Read the full article online.   Hyperlinks on this site point to sites [...]

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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

December 20, 2017
#Wealth Management
 To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. [...]

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6 Female CPAs Share What They Want Their Female Clients to Know About Investing

December 15, 2017
#In The News
 6 Female CPAs Share What They Want Their Female Clients to Know About Investing

Marianela was one of 6 female CPAs interviewed in an article in Zing! By Quicken Loans that asked them to share what they want their female clients to know about investing.You can read the [...]

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Welcome to Catalina Franco-Cicero

December 11, 2017
#TFA News
 Welcome to Catalina Franco-Cicero

Tobias Financial Advisors is happy to welcome Catalina Franco-Cicero to our team. Catalina joins us as a financial advisor. She will be working strategically with clients to develop financial [...]

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Recent Posts
  • Organizations We Support
    Organizations We Support
  • CHIP: The Represented Series Education Edition with Catalina Franco-Cicero, MS, CFP®
    CHIP: The Represented Series Education Edition with Catalina Franco-Cicero, MS, CFP®
  • How to Fix a Common Client Problem: Too Little Insurance Protection
    How to Fix a Common Client Problem: Too Little Insurance Protection
  • Here’s why a Roth IRA conversion may pay off in a down market
    Here’s why a Roth IRA conversion may pay off in a down market
  • Tackling Death: A Stepwise Process for Being Prepared for the Inevitable
    Tackling Death: A Stepwise Process for Being Prepared for the Inevitable
  • 2022 Women’s Leadership Summit
    2022 Women’s Leadership Summit
  • Spring-clean Finances with Some Automation
    Spring-clean Finances with Some Automation
  • Get To Know Ramesh Narine
    Get To Know Ramesh Narine
  • HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022
    HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022
  • Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom
    Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom
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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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TOBIAS FINANCIAL ADVISORS

1000 S. Pine Island Road, Suite 450
Plantation, FL 33324

Phone: 954-424-1660
www.tobiasfinancial.com

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