Tag: Fort Lauderdale


Marianela Collado from Tobias Financial Advisors Honored with AICPA “Standing Ovation” for Top Young CPA in Personal Financial Planning

FOR IMMEDIATE RELEASE Marianela Collado from Tobias Financial Advisors Honored with AICPA ‘Standing Ovation’ for Top Young CPA in Personal Financial Planning Recognition Given at the AICPA Advanced PFP Conference in Las Vegas Ft. Lauderdale, FL (June 15, 2017) – Marianela Collado, CPA/PFS, CFP® was one of sixteen CPAs age 40 and under honored by […]

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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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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 their loved ones. Our team of advisors are often asked: when should my elderly loved one stop driving? The trouble is, age isn’t that great […]

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Staying Organized for the Tax Season

With April 15th behind us and our tax returns filed, it is a great time to begin some basic preparation for next year’s taxes in order to alleviate the stress and administration that goes with preparing your tax return. By systematically organizing your donations, receipts, and records, you’ll save yourself time and stress when the […]

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5 Things To Discuss With Your Clients As They Embark On Retirement

Benjamin Tobias, CFP®, CPA/PFS, AIF® shares retirement readiness tips in Financial Advisor Magazine. Read more here: https://goo.gl/Nul8mP   —– Hyperlinks on this site point to sites beyond this page. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites. All expressions of opinion reflect […]

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Fort Lauderdale Retirement: The Benefits and Pitfalls

While the beat may never stop in the big city of Miami, the longstanding international party of South Beach may not be your dream setting for your golden years. You still may be interested in beautiful beaches, warm temperatures, sprawling downtown and restaurant scenes, but maybe a little more quiet, a little more casual lifestyle […]

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6 Things to Consider When Retiring in Fort Lauderdale, Florida

The mention of Fort Lauderdale may bring up unshakeable memories of college spring breaks, endless days on the sand, and your inexpensive rental that you scooped up for yourself and a group of friends. While the beach lifestyle is still at the heart of this town, Fort Lauderdale has developed new reasons to attract residents […]

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Can You Afford to Live into your Hundreds?

Did you know that the average American’s life expectancy is now 78-years-old and that figure will likely continue to grow higher year after year? Did you also know that the U.S. Department of Health and Human Services estimates that 70% of people over age 65 can expect to need long-term care services at some point […]

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Financial Planning for 2017: A Fresh Financial Start for the New Year

The new year is an opportunity to start fresh and address any concerns or fine tune your financial plans. The first quarter of the new year will come and go without much effort so it’s better to put together your financial task list in order and alleviate any surprises in the year ahead. Afterall, life […]

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