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Author Archive for: "tfadmin"

Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation

September 11, 2023
#TFA News
 Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation

Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education [...]

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Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape

August 28, 2023
#In The News, Wealth Management
 Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape

In the midst of interest rate hikes, the world of certificates of deposit (CDs) is buzzing. With yields as impressive as 5% or even higher, many individuals are considering seizing the [...]

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Important Factors to Consider as a First-time Investor

August 25, 2023
#In The News, Investment Planning
 Important Factors to Consider as a First-time Investor

Embarking on your investment journey can be both exciting and daunting. If you find yourself with questions about where to begin, you’re not alone. Whether you’re fresh out of college or [...]

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7 Key Tax Questions About Paying off Student Loan Debt

August 22, 2023
#College Planning
 7 Key Tax Questions About Paying off Student Loan Debt

Our Wealth Advisor Catalina Franco-Cicero, MS, CFP®, CTS™ was recently quoted in Financial Planning, sharing her thoughts on paying off student loan debt. The article sheds light on the often [...]

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Saving for Retirement Just Got More Complicated

August 18, 2023
#Retirement Planning
 Saving for Retirement Just Got More Complicated

The recent passage of the Secure Act 2.0 introduced fresh opportunities for retirement savings, but it also brought along some potential challenges that could catch savers off guard. Being aware [...]

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Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies

August 17, 2023
#TFA News
 Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies

We are honored to share that we were named one of the fastest-growing privately held companies on the 2023 Inc. 5000 List produced by Inc. magazine. This special designation is awarded to U.S. [...]

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How to Open a Certificate of Deposit (CD) Account

August 17, 2023
#Investment Planning
 How to Open a Certificate of Deposit (CD) Account

Are you considering opening a certificate of deposit (CD) account? With the current market trends offering favorable rates and increased interests in CDs, it’s important to make an informed [...]

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Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward

August 16, 2023
#In The News
 Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward

At Tobias Financial Advisors, we take great pride in the achievements and contributions of our team members. Our Wealth Advisor, Edzai Chimedza, CFP® has recently joined the Board of Directors at [...]

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Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager

August 15, 2023
#TFA News
 Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager

Professional growth and development of our employees is very important to us, which is why we are thrilled to announce that Melanie Leal Ramirez has been promoted to Client Service Manager! Since [...]

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Insights into Fitch Rating Downgrade of U.S. Debt

August 10, 2023
#In The News
 Insights into Fitch Rating Downgrade of U.S. Debt

In the ever-changing landscape of global economics, recent headlines have been dominated by Fitch Ratings’ decision to downgrade the United States’ long-term credit rating from AAA to AA+. This [...]

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page 1 of 51
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

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Plantation, FL 33324

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www.tobiasfinancial.com

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