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Monthly Archive for: "January, 2018"

To Knock Out Debt Faster, It’s Time To Reassess Your Payoff Plan

January 29, 2018
#In The News
 To Knock Out Debt Faster, It’s Time To Reassess Your Payoff Plan

Ben Tobias shares insights on how you might maximize your tax plan for paying off debt: If you’re taking the standard deduction, “effectively, all that interest is no longer [...]

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The Numbers That Matter for Retirement

January 15, 2018
#Retirement Planning
 The Numbers That Matter for Retirement

In the process of financial planning for retirement, we work with a lot of different statistics and formulas to get you the information you need. We analyze your income, investments, savings and [...]

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4 Steps to a Better Budget at Any Age

January 8, 2018
#Investment Planning, Retirement Planning
 4 Steps to a Better Budget at Any Age

Whether you’re 21 or 51, sometimes the word budget connotes a cringe-worthy adult chore that seems like the opposite of what you want to be doing – living life to its fullest. Budgeting may feel [...]

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How to Tell If You Need a Human to Help Do Your Taxes

January 5, 2018
#In The News, Tax Planning
 How to Tell If You Need a Human to Help Do Your Taxes

Marianela Collado shares tips with nerdwallet.com about how to tell if you need a human to do your taxes. She said: “If all of your income came from your employer, you’re not itemizing on your [...]

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Focusing On What You Can Control Can Lead to a Better Investment Experience

January 2, 2018
#Investment Management, Investment Planning, Markets
 Focusing On What You Can Control Can Lead to a Better Investment Experience

Key Questions for the Long-Term Investor Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the [...]

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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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