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Monthly Archive for: "September, 2019"

What Our Recent Award Says about Us

September 24, 2019
#TFA News
 What Our Recent Award Says about Us

Tobias Financial Advisors won the InvestmentNews’ Excellence in Diversity & Inclusion Award for Outstanding Practice. It’s an absolute honor to receive this recognition, especially after [...]

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How Do We Estimate Client Longevity?

September 16, 2019
#In The News
 How Do We Estimate Client Longevity?

It’s true we don’t have a crystal ball, so as we plan for the future we can’t guess everything that may or may not come up. One of the hardest parts of planning for an unforeseen future is [...]

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Are Spousal IRA Contributions Right for Your Situation?

September 10, 2019
#Retirement Planning
 Are Spousal IRA Contributions Right for Your Situation?

Did you know that even if your spouse doesn’t have any earned income, you can establish and contribute to his or her IRA. This is a simple but potentially powerful financial planning opportunity. [...]

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Two Ways Marianela Is Impacting the Community

September 5, 2019
#In The News
 Two Ways Marianela Is Impacting the Community

Recently, our CEO Marianela Collado was spotlighted in Our City Weston magazine, featuring her 2019 Hispanic Woman of Distinction recognition. The article speaks to her community involvement, [...]

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Recent Posts
  • The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
    The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
    Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
  • Welcome Alexander Bailey
    Welcome Alexander Bailey
  • Nearing Retirement and Falling Behind in Savings
    Nearing Retirement and Falling Behind in Savings
  • Top 5 States Where Retirees Are Moving
    Top 5 States Where Retirees Are Moving
  • Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
    Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
  • Get To Know Christopher Brooks
    Get To Know Christopher Brooks
  • Welcome, Lonnie Sluchak!
    Welcome, Lonnie Sluchak!
  • Introducing Our New Tobias Financial Advisors’ Client Portal
    Introducing Our New Tobias Financial Advisors’ Client Portal
  • What’s The Difference Between a Broker and an Advisor?
    What’s The Difference Between a Broker and an Advisor?
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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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