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Tag Archives for: "CERTIFIED FINANCIAL PLANNER™"

How to Keep Your Business Compliant with Government Regulations

February 12, 2019
#Business Owners, Wealth Management
 How to Keep Your Business Compliant with Government Regulations

As a business owner, you have a lot on your mind. Keeping the everyday details of your business humming along, while also looking ahead to avoid pitfalls and grow at a steady pace, can be a [...]

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Business Insurance & Tax Tips

December 11, 2018
#Business Owners, Wealth Management
 Business Insurance & Tax Tips

Business Insurance & Tax Tips The rule of thumb when it comes to getting a clear picture and strategy for your business’ taxes is to meet with your tax professional to discuss the details of [...]

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Preparing For Success After You Sell Your Business

November 27, 2018
#Business Owners, Wealth Management
 Preparing For Success After You Sell Your Business

Preparing For Success After You Sell Your Business You’ve worked hard to build a business that makes you proud. In many ways, your identity has been wrapped up in this brand, but now it’s time to [...]

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Why Your Business Plan Shouldn’t be Your Retirement Plan

November 6, 2018
#Business Owners, Wealth Management
 Why Your Business Plan Shouldn’t be Your Retirement Plan

Considering how much time and resources you pour into your business, it’s natural to believe your investment in it will also roll into your future retirement. However, leaning solely on your [...]

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Is 50 too Late to Start Planning for Retirement?

September 18, 2018
#Retirement Planning, Wealth Management
 Is 50 too Late to Start Planning for Retirement?

Whether you’ve postponed your retirement planning or just haven’t taken as deep a dive into it as you would have hoped, you may feel as though you’re a bit behind the curve. The truth [...]

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Teaching Your Children to Manage Money

September 10, 2018
#Wealth Management
 Teaching Your Children to Manage Money

Let’s face it. Most people don’t love talking about money. And in the chaos of family life, lots of other priorities come up faster and louder, taking your attention away from teaching your [...]

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In the News: Don’t be Afraid to Ask Dumb Questions About Money.

August 2, 2018
#In The News
 In the News: Don’t be Afraid to Ask Dumb Questions About Money.

Tobias Financial Advisors was recently featured in Market Watch article titled “Don’t be Afraid to Ask Dumb Questions About Money.” You can read the full article here.  

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Five Signs You’re Getting a Raw Deal from Your Financial Advisor

August 2, 2018
#Wealth Management
 Five Signs You’re Getting a Raw Deal from Your Financial Advisor

When you reach out for advice, you hope you’re receiving advice from an expert, especially when it comes to your financial future. But sometimes it’s a challenge to decipher whether your [...]

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Non-Deductible IRA

July 31, 2018
#Wealth Management
 Non-Deductible IRA

What is a Non-Deductible IRA? Non-deductible IRAs are among the various ways you can save for your retirement. With non-deductible IRAs, the funds you contribute are not deducted from your taxes [...]

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What does a financial advisor do?

July 9, 2018
#Wealth Management
 What does a financial advisor do?

Tobias Financial Advisors’ CEO, Marianela Collado, is passionate about the role our financial advisors play in the lives of our clients and the importance of financial planning in general for [...]

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Recent Posts
  • Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation
    Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation
  • Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
    Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
  • Important Factors to Consider as a First-time Investor
    Important Factors to Consider as a First-time Investor
  • 7 Key Tax Questions About Paying off Student Loan Debt
    7 Key Tax Questions About Paying off Student Loan Debt
  • Saving for Retirement Just Got More Complicated
    Saving for Retirement Just Got More Complicated
  • Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies
    Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies
  • How to Open a Certificate of Deposit (CD) Account
    How to Open a Certificate of Deposit (CD) Account
  • Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward
    Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward
  • Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
    Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
  • Insights into Fitch Rating Downgrade of U.S. Debt
    Insights into Fitch Rating Downgrade of U.S. Debt
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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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