Tag: Fee-Only Fort Lauderdale


Welcome to Catalina Franco-Cicero

Tobias Financial Advisors is happy to welcome Catalina Franco-Cicero to our team. Catalina joins us as a financial advisor. She will be working strategically with clients to develop financial plans and educate them on financial wellness opportunities in the long and short terms. Catalina has a background in wellness, creating a myriad of fitness programs […]

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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 year to raise a child. The lifetime cost of raising a child ranges from $174,690 to $372,210, and […]

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Confronting Identity Theft and Internet Fraud

The unprecedented scale of the Equifax breach has renewed fears about cybersecurity and identity fraud. With the sensitive information of over 100 million Americans being compromised at the negligence of one of the very institutions built to protect and monitor our personal credit, the anxiety is warranted. When we think about identity theft, we often […]

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Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the […]

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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, capitalizing on the college experience shouldn’t include building a debt larger than necessary. In fact, as a young adult this may be the […]

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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 off to go to college. Parents go to great lengths to pay for their children’s education, often sacrificing their own […]

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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 to a study by the National Endowment for Financial Education, seven out of ten adults find it difficult to discuss financial issues with aging […]

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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 that is on the rise, it is important to recognize when it is taking place. It is also important to understand what steps should […]

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Tobias Financial Advisors to Join the Institute for the Fiduciary Standard

Tobias Financial Advisors, a leader in fee-only financial planning firms, will join the Institute for the Fiduciary Standard’s nationwide registry of fiduciary firms in 2017. Registrants are upheld to high standards of professionalism and commit to the Institute’s best practices for fiduciary services. Read the full press release here.

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January/February Newsletter

There is still plenty of time to start your finances on a new foot and address any tax concerns you have left over from last year. Whether you are already in the midst of your tax planning, or need a little assistance getting started, we’ve got some resources in this month’s newsletter to help you […]

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