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Monthly Archive for: "March, 2021"

How to Use the Tax Code to Save More, Pay Less, and Minimize Your Heirs’ Burden

March 30, 2021
#Tax Planning
 How to Use the Tax Code to Save More, Pay Less, and Minimize Your Heirs’ Burden

Would you like to save more, pay less in taxes, and transfer money tax-deferred or even tax-free to your heirs? When working with an advisor, tax planning is an important part of wealth [...]

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Wealth Wisdom: Smart Debt Management

March 22, 2021
#Wealth Management
 Wealth Wisdom: Smart Debt Management

Having debt is not always a negative. Most of us have some forms of debt; however, managing and planning for this debt is essential. Recently, Financial Advisor Catalina Franco-Cicero, MS, CFP® [...]

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The SCORE Foundation Welcomes New Board Member

March 18, 2021
#TFA News
 The SCORE Foundation Welcomes New Board Member

The SCORE Foundation is the philanthropic arm of SCORE, which has the nation’s largest network of volunteers, providing expert business mentors to help individuals and small businesses reach [...]

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What Is a High-Yield Savings Account?

March 16, 2021
#In The News
 What Is a High-Yield Savings Account?

Is your savings account generating the best possible returns? If you do not have a high-yield savings account, you could be missing out on interest rates 10 to 20 times higher than standard [...]

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A Woman’s Touch to Financial Wellness

March 8, 2021
#TFA News
 A Woman’s Touch to Financial Wellness

In an industry still dominated by men, many women are looking for an advisor who understands their unique needs. Whether you are a corporate executive, medical professional, entrepreneur, or [...]

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Live From South Florida…It’s Saturday Night

March 1, 2021
#Events, TFA News
 Live From South Florida…It’s Saturday Night

Celebrating 25 years of laughter and hope On March 6th, the Tobias team will laugh while supporting a good cause. Gilda’s Club is excited for this year’s Live From South Florida…It’s Saturday [...]

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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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