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Monthly Archive for: "December, 2020"

That Extra Penny In Retirement Income Can Really Cost You

December 18, 2020
#In The News
 That Extra Penny In Retirement Income Can Really Cost You

Did you know that making more money in retirement could equate to higher Medicare premiums? Understanding Medicare math is essential and could save you hundreds of dollars a month in retirement. [...]

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Financial Advisers Know How to Respond to People’s Money Worries, but What About Health Fears?

December 16, 2020
#In The News
 Financial Advisers Know How to Respond to People’s Money Worries, but What About Health Fears?

Do you sometimes experience fears about what would happen in the event you face a health crisis? We cannot predict the future, but we can plan for it. Recently, Catalina Franco-Cicero, CFP® was [...]

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Biden’s Win has the Wealthy Focusing on Estate Planning as Tax Changes Possible

December 8, 2020
#In The News
 Biden’s Win has the Wealthy Focusing on Estate Planning as Tax Changes Possible

Will you be affected by the potential change to the estate tax laws? Financial advisers should be proactively working with their clients in anticipation of these changes. Our CEO Marianela [...]

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    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
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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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