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Tag Archives for: "News"

When Should Spouses File their Taxes Jointly?

April 12, 2019
#In The News
 When Should Spouses File their Taxes Jointly?

There are pros and cons to filing your taxes jointly with your spouse – or separately. Do you know which one is best for your circumstances? Marianela Collado was interviewed for this NBC [...]

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Welcome to Catalina Franco-Cicero

December 11, 2017
#TFA News
 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 [...]

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Most retirees get little advisor help on Social Security: Study

June 28, 2016
#In The News
 Most retirees get little advisor help on Social Security: Study

On June 28, 2016, Ben Tobias was quoted in the CNBC.com article, “Most retirees get little advisor help on Social Security: Study.” The article focuses on the need for more [...]

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    South Florida Business Journal 2023 Best Places to Work
  • Fort Lauderdale Chapter of the Exit Planning Institute Launch – February 21, 2023 @5:00 PM EST – The Tower Club Fort Lauderdale
    Fort Lauderdale Chapter of the Exit Planning Institute Launch – February 21, 2023 @5:00 PM EST – The Tower Club Fort Lauderdale
  • Runaway Inflation Hurting South Florida Retirees & Delaying It For Many More
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  • The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
    The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
    Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
  • Welcome Alexander Bailey
    Welcome Alexander Bailey
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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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