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Monthly Archive for: "July, 2021"

2021 FPA Virtual Externship is Underway

July 26, 2021
#In The News
 2021 FPA Virtual Externship is Underway

Tobias Financial Advisors is proud to announce that Catalina Franco-Cicero, MS, CFP® is sharing her extensive knowledge in financial planning with the next generation of planners at this year’s [...]

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Repaying 2021 Child Tax Credit – What to Know

July 15, 2021
#Children, Tax Planning
 Repaying 2021 Child Tax Credit – What to Know

Are you at risk of owing more in taxes if you receive an advance child tax credit? Before you spend this credit, it is important to understand its potential impact on your tax bill. Recently, [...]

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Should I Roll Over My 401(k) When I Move to a New Job

July 14, 2021
#Retirement Planning
 Should I Roll Over My 401(k) When I Move to a New Job

Are you wondering if you should roll over your 401(k)? Whether you are switching jobs or researching a potentially better investment option, before you roll over your 401(k) there are certain [...]

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Planned Giving Council of Broward County

July 9, 2021
#In The News
 Planned Giving Council of Broward County

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve on the 2021-2022 Board of Directors for the Planned Giving Council of Broward County. The Planned Giving [...]

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Recent Posts
  • Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation
    Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation
  • Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
    Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
  • Important Factors to Consider as a First-time Investor
    Important Factors to Consider as a First-time Investor
  • 7 Key Tax Questions About Paying off Student Loan Debt
    7 Key Tax Questions About Paying off Student Loan Debt
  • Saving for Retirement Just Got More Complicated
    Saving for Retirement Just Got More Complicated
  • Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies
    Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies
  • How to Open a Certificate of Deposit (CD) Account
    How to Open a Certificate of Deposit (CD) Account
  • Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward
    Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward
  • Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
    Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
  • Insights into Fitch Rating Downgrade of U.S. Debt
    Insights into Fitch Rating Downgrade of U.S. Debt
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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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