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Tag Archives for: "family"

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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Meeting the Discomfort of “What if”

August 14, 2017
#Children, Estate Planning, Retirement Planning, Tax Planning
 Meeting the Discomfort of “What if”

In our first article related to Life Cycle planning, we discussed how to plan and prepare for your family goals whether it was getting married, purchasing real estate, or preparing for [...]

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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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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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When Should Your Loved Ones Stop Driving?

May 2, 2017
#Children, Estate Planning, Retirement Planning
 When Should Your Loved Ones Stop Driving?

Tobias Financial Advisors proudly advises families across generations and often assists our clients with legacy planning. Many of our clients are challenged with how to provide the best care for [...]

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Discussing Finances with Aging Parents and Loved Ones

April 3, 2017
#Children, Estate Planning, Retirement Planning
 Discussing Finances with Aging Parents and Loved Ones

Discussing financial issues is never easy, but when you need to have that conversation with aging parents or loved ones, it’s common for the conversation to become even more difficult. According [...]

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Protect Your Elders from Financial Abuse

March 29, 2017
#Children, Retirement Planning
 Protect Your Elders from Financial Abuse

When it comes to financial exploitation, the unfortunate reality is that the elderly are often the targets of scams and other abusive criminal activity. Since financial elder abuse is a crime [...]

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Taking Care of Your Loved Ones: Start the Conversation

March 22, 2017
#Children, Retirement Planning
 Taking Care of Your Loved Ones: Start the Conversation

As we grow older and accumulate wealth, we gradually steer our minds toward the legacy we’ll leave behind for our families. We want to ensure our families reap the benefits of our earnings after [...]

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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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