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Monthly Archive for: "November, 2019"

Reasons Your Finances Could Impact Your Health

November 26, 2019
#In The News
 Reasons Your Finances Could Impact Your Health

Are finances, stress and wellness related? Are there any numbers to back it up? Recently, Catalina Franco-Cicero, CFP®, was featured in a Financial Advisor article about a panel discussion she [...]

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Is Your 401(k) Working For You?

November 4, 2019
#In The News
 Is Your 401(k) Working For You?

Is a 401(k) part of your retirement plan? For many Americans, it’s an integral part of their financial planning strategy. But are you making the most of your 401(k)? You don’t have to be a [...]

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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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