www.tobiasfinancial.com
CLIENT LOGIN | CALL: 954.424.1660 VIEW OUR CLIENT RELATIONSHIP SUMMARY
  • HOME
  • ABOUT
    • WHO WE ARE
    • TEAM
    • CAREERS
    • FORM CRS
  • SERVICES
  • CASE STUDIES
  • INSIGHTS
    • BLOG
    • EVENTS
    • IN THE NEWS
  • RESOURCES
    • ACCOUNT LOOK UP
    • FIDUCIARY STANDARD
      BEST PRACTICES
    • FAQ
    • Important Disclosures
  • CONTACT
  • HOME
  • ABOUT
    • WHO WE ARE
    • TEAM
    • CAREERS
    • FORM CRS
  • SERVICES
  • CASE STUDIES
  • INSIGHTS
    • BLOG
    • EVENTS
    • IN THE NEWS
  • RESOURCES
    • ACCOUNT LOOK UP
    • FIDUCIARY STANDARD
      BEST PRACTICES
    • FAQ
    • Important Disclosures
  • CONTACT

BLOG

529 Plans & Other College Savings Options

May 22, 2023
#College Planning
 529 Plans & Other College Savings Options

Why is college planning more important today than ever before and what are the advantages of  having a college plan? The earlier you start planning the better. Planning early can help spare  your [...]

Read More

Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.

May 4, 2023
#Business Owners
 Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.

Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National [...]

Read More

One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.

April 11, 2023
#In The News, Retirement Planning
 One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.

How much you need to retire depends on the expectations for life in retirement. Therefore, before thinking about how much money you will need, it is crucial to think through your expectations for [...]

Read More

Edgar Collado on The COO Roundtable Podcast by PFI Advisors

April 7, 2023
#Business Owners, In The News
 Edgar Collado on The COO Roundtable Podcast by PFI Advisors

Continuously learning, improving, and having the mentality of “let’s see if there is a better way to do this” are key attributes of a Chief Operating Officer of a company. Recently, our COO Edgar [...]

Read More

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 [...]

Read More

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 [...]

Read More

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 [...]

Read More

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 [...]

Read More

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 [...]

Read More

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 [...]

Read More
1 2 3 4 5 6 7 8 9 10
page 1 of 10
Recent Posts
  • Christopher Brooks Earns CERTIFIED FINANCIAL PLANNER™ Designation
    Christopher Brooks Earns CERTIFIED FINANCIAL PLANNER™ Designation
  • 529 Plans & Other College Savings Options
    529 Plans & Other College Savings Options
  • Welcome Erika Roldan
    Welcome Erika Roldan
  • Memorial Healthcare System: CHOP Challenge – 5/17/2023
    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
  • What’s on your financial wellness checklist?
    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.
Categories
  • Assets (9)
  • Business Owners (6)
  • Children (16)
  • College Planning (7)
  • Estate Planning (13)
  • Events (11)
  • In The News (264)
  • Insurance (1)
  • Investment Management (12)
  • Investment Plan (11)
  • Investment Planning (19)
  • Loans (1)
  • Markets (12)
  • Next Gen Planning (2)
  • Pre and Post-Divorce Planning (1)
  • Retirement Planning (28)
  • Risk Management (3)
  • Security (1)
  • Tax Planning (23)
  • TFA News (90)
  • Tobias Newsletter (14)
  • Uncategorized (13)
  • Wealth Management (21)
  • Women (8)
SIGN UP FOR OUR NEWSLETTER

June 2023
M T W T F S S
 1234
567891011
12131415161718
19202122232425
2627282930  
« May    
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.
Follow Us on Social Media
TOBIAS FINANCIAL ADVISORS

1000 S. Pine Island Road, Suite 450
Plantation, FL 33324

Phone: 954-424-1660
www.tobiasfinancial.com

Important Disclosures | Form CRS
© 2022 Tobias Financial Advisors. All Rights Reserved I Privacy Policy
Site designed by Out & About Communications
  • Get this Guide to Learn the 5 Things Business Owners Overlook in Planning for Retirement

  • This field is for validation purposes and should be left unchanged.

 

Loading Comments...