A cornerstone of who we are as a firm is our commitment to helping people. It’s why we exist. That commitment not only includes our team and our clients, but also our community. We each find ways [...]
A fiduciary is someone who works in the client’s best interest. If you substitute “children” for “client,” isn’t that what a parent does? As a parent, you are always looking for opportunities [...]
If you have children or are considering it in the future, then you probably know that it can be a hefty investment. In fact, couples in the US can expect to spend between $12,350 and $14,000 a [...]
If you’re in the pre-planning stages of divorce or thinking about getting a divorce, you may be feeling overwhelmed with all the things you need to consider. One of the biggest considerations [...]
In our first article related to Life Cycle planning, we discussed how to plan and prepare for your family goals whether it was getting married, purchasing real estate, or preparing for [...]
Life is cyclical. As we reach one milestone, our hindsight sharpens and we can see clearly the steps that we did right, as well as the steps we stumbled over to get to where we are. And while the [...]
With the average tuition and board in the United States ringing in at about $20,000 a year for a public institution and almost $46,000 a year for a moderately priced private university, [...]
As a parent, your child’s education takes a great deal of attention, direction, and nurturing. What begins with story-time evolves into hours at the kitchen table, parent-teacher conferences, and [...]
Whether your children are still in diapers or getting ready to start middle school, the sooner you start saving for their futures, the more prepared you’ll be when the time comes for them to head [...]
Tobias Financial Advisors proudly advises families across generations and often assists our clients with legacy planning. Many of our clients are challenged with how to provide the best care for [...]
