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BLOG

What’s The Difference Between a Broker and an Advisor?

November 29, 2022
#Wealth Management
 What’s The Difference Between a Broker and an Advisor?

As you are researching your wealth management options, you will see a number of names for those who can help you invest, including brokers and advisors. While on the surface they may seem [...]

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Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom

April 26, 2022
#Estate Planning, Uncategorized
 Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event [...]

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Should You Defer Capital Gains Taxes With a 1031 Exchange?

March 31, 2022
#Tax Planning
 Should You Defer Capital Gains Taxes With a 1031 Exchange?

Are you contemplating whether to sell a property? If so, you could be eligible for a 1031 exchange. This complex tax strategy could postpone a hefty tax payment, but there are some important [...]

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Here’s when married filing separately makes sense, according to tax experts

March 10, 2022
#Tax Planning
 Here’s when married filing separately makes sense, according to tax experts

Have you and your spouse experienced high medical bills this past year? If so, you may want to consider filing separate tax returns. Recently, our CEO Marianela Collado was quoted on CNBC [...]

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It’s easy to mistakenly skip these forms when filing your tax return

March 2, 2022
#Tax Planning
 It’s easy to mistakenly skip these forms when filing your tax return

Are you in the process of collecting your tax documents? Overlooking a form can cause unnecessary delays and some can even be criminal. Recently, our CEO Marianela Collado was quoted on CNBC [...]

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10 Financial Moves to Make in Your 60s

December 20, 2021
#Retirement Planning
 10 Financial Moves to Make in Your 60s

If you are approaching or celebrating your 60th birthday this year, it critical to ensure your retirement plan is prepared to meet your needs and goals throughout these years. Going through a [...]

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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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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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Recent Posts
  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 11:30 AM EST Live or Zoom
    Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 11:30 AM EST Live or Zoom
  • Welcome Alexander Bailey
    Welcome Alexander Bailey
  • Nearing Retirement and Falling Behind in Savings
    Nearing Retirement and Falling Behind in Savings
  • Top 5 States Where Retirees Are Moving
    Top 5 States Where Retirees Are Moving
  • Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
    Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
  • Get To Know Christopher Brooks
    Get To Know Christopher Brooks
  • Welcome, Lonnie Sluchak!
    Welcome, Lonnie Sluchak!
  • Introducing Our New Tobias Financial Advisors’ Client Portal
    Introducing Our New Tobias Financial Advisors’ Client Portal
  • What’s The Difference Between a Broker and an Advisor?
    What’s The Difference Between a Broker and an Advisor?
  • CNBC Your Money – Virtual Summit – Tuesday 11/1 @ 12:00 PM ET
    CNBC Your Money – Virtual Summit – Tuesday 11/1 @ 12:00 PM ET
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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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