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Gain financial knowledge and discover our approach to financial planning through our library of articles.

  • Grounding Your Finances

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    On Hispaniconline.com, Spring 2003, Benjamin Tobias was quoted in the article Grounding Your Finances by Bridget McCrea.  The article suggests investing in real estate and Ben stated, “I’ve seen investors buy one or two condos and get tied up with bad tenants,…

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  • You’re Mortgaging Your Future

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    On SmartMoney.com, April 28, 2003, Benjamin Tobias was quoted in the article You’re Mortgaging Your Future by Aleksandra Todorova.  Ben recalled, “I’ve seen people go into the IRA for the so-called one-time reason.  But my impression is, once they go in,…

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  • The Middle-Class Squeeze: Clients too Wealthy for College Financial Aid Look to 529 College Savings Plans

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    On IAmagazine.com, March 2003, Benjamin Tobias was quoted in the article The Middle-Class Squeeze: Clients too Wealthy for College Financial Aid Look to 529 College Savings Plans by Molly Butler Hart.  Ben exclaimed, “I always ask clients about their potential education expenses…

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