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BLOG

Why Even Rich People Worry About Money

June 19, 2018
#Assets, Investment Management, Next Gen Planning, Retirement Planning, Wealth Management, Women
 Why Even Rich People Worry About Money

We all worry about money. Whether you worry about how to pay your bills next month or about estate and tax planning, we all have has some concern about how to best use the money we have.  With [...]

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Why Incentives Matter: Brokers vs. Fee-Only Advisors

November 6, 2017
#Assets, Estate Planning, Investment Planning, Retirement Planning
 Why Incentives Matter: Brokers vs. Fee-Only Advisors

When making a major decision in our lives, whether purchasing a new car, buying our first home, saving for retirement, or investing in our children’s education, we are all looking for the same [...]

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Confronting Identity Theft and Internet Fraud

October 17, 2017
#Assets, Security, TFA News
 Confronting Identity Theft and Internet Fraud

The unprecedented scale of the Equifax breach has renewed fears about cybersecurity and identity fraud. With the sensitive information of over 100 million Americans being compromised at the [...]

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Financial Planning for 2017: A Fresh Financial Start for the New Year

January 2, 2017
#Assets, Investment Planning, Tax Planning
 Financial Planning for 2017: A Fresh Financial Start for the New Year

The new year is an opportunity to start fresh and address any concerns or fine tune your financial plans. The first quarter of the new year will come and go without much effort so it’s better to [...]

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Year End Tax Planning

December 18, 2016
#Assets, Investment Management, Tax Planning
 Year End Tax Planning

One of the many “value added” services we provide to our Wealth Management clients is year-end tax planning. We look for opportunities to make strategic moves before the end of the tax year that [...]

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Year-End Charitable Gifting Ideas

December 13, 2016
#Assets, Tax Planning
 Year-End Charitable Gifting Ideas

If you are looking for additional tax deductions, making a charitable contribution may fit the bill! Uncle Sam encourages such gifts by allowing you to make gifts in various ways with some [...]

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A Financial Tune-Up!

March 4, 2014
#Assets, Investment Plan

Imagine driving on the highway when suddenly, a light illuminates the dashboard indicating that something is wrong;  it’s time to bring your vehicle in for servicing.  Initially, some may pretend [...]

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Year-End Charitable Gifting Ideas

December 20, 2013
#Assets, Tax Planning

If you are looking for additional tax deductions for 2013, giving to charity may fit the bill! Uncle Sam actually encourages such gifts by allowing you to make gifts in various ways, with some [...]

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How Much Should I Keep in My Emergency Fund?

November 6, 2013
#Assets

An Emergency Fund, also known as a Rainy Day Fund, is money set aside to be used when your typical income cannot cover extraordinary events and/or your income is reduced to a level such that [...]

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Recent Posts
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    Christopher Brooks Earns CERTIFIED FINANCIAL PLANNER™ Designation
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    Memorial Healthcare System: CHOP Challenge – 5/17/2023
  • Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.
    Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.
  • Get to Know Melanie Leal Ramirez
    Get to Know Melanie Leal Ramirez
  • Marianela Collado On Teaching Kids About Savings and Investing
    Marianela Collado On Teaching Kids About Savings and Investing
  • CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th
    CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th
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    What’s on your financial wellness checklist?
  • One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.
    One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.
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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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