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  • INSIGHTS
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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 [...]

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The True Financial Cost of Having Children

October 23, 2017
#Children, College Planning
 The True Financial Cost of Having Children

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 [...]

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Building Your Nuclear Family

August 1, 2017
#Children, College Planning
 Building Your Nuclear Family

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 [...]

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Financial Tips for College Students

June 22, 2017
#Children, College Planning
 Financial Tips for College Students

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, [...]

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The ABCs of Education Savings Accounts

May 30, 2017
#Children, College Planning
 The ABCs of Education Savings Accounts

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 [...]

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Education Saving Strategies

May 16, 2017
#Children, College Planning
 Education Saving Strategies

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 [...]

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PATH Law Updates 529 Rules

January 20, 2016
#College Planning
 PATH Law Updates 529 Rules

If you are a parent or grandparent of college student with a 529 plan, we have great news to share.  On December 18, 2015, Congress approved the Protecting Americans from Tax Hikes (PATH) Act of [...]

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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.
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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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