Learn how charitable giving and tax planning prep can help you start 2017 off on the right foot.
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As 2016 comes to a close and 2017 begins, it’s important to take stock of your current financial plan and review your 2016 tax planning. It’s also a good idea to start looking for ways to grow your investments in the coming year. Here at Tobias Financial Advisors we have many resources available to help you make the most out of your tax planning and financial plan. Please watch the blog for updates and resources that can help you get the most out of the end of 2016, and start 2017 off on the right financial foot.
Are you ready for 2017? The first quarter of 2017 will be dedicated to tax preparation, but here at Tobias Financial Advisors we want to help you start the new year right by getting some of your tax preparations ready before 2016 officially ends. Finish this year strong and start the new year prepared for tax season. Check out our latest article here.
Giving back to your community through charitable giving not only feels great, but it can also have a positive impact on your financial health, as well as save you money on taxes. Check out our recent articles by clicking here and here for tips on how to get the most out of your giving plan, and take advantage of all the benefits that come with generosity.
  • We’re proud to report that our very own Matthew Saneholtz was inducted to the Weston Rotary chapter on December 1st.
  • Marianela Collado recently joined NADP, a professional group that focuses on helping individuals going through a divorce. To find out how they can help please visit their website.
  • Congratulations are in order for Molly Burton who has accepted a volunteer position for NAPFA Genesis as their social media coordinator.
  • Our Cyber Security event was a huge success! Thank you to all of our attendees and to David Bennett with Connections for Business. 
From all of us here at Tobias Financial Advisors
we wish you happy holidays and a joyous new year!

As the year comes to a close, and you’re thinking about your 2017 financial plan,
we’d like to encourage you to reach out to us to discuss how Tobias Financial Advisors
can help you create a financial plan that gets results.

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