We’ve got resources to help you prepare for taxes and the years ahead.
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PREPARING YOURSELF FOR A GREAT YEAR WITH TOBIAS FINANCIAL ADVISORS

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 make the most of your tax season prep. There’s no better time than now to align your tax plan with your retirement goals. We’ve got plenty of retirement planning tips for you this month too!

TAX PLANNING TIPS

As you continue to prepare your taxes, we’ve compiled a list of our best resources to help you get the job done. Whether you’re looking for help understanding the tax benefits of giving to charity, are looking for advice about filing taxes as an entrepreneur, or are ready to wrap up your financials from 2016 and start fresh for 2017, we have a resource that should help. Here are our most popular tax planning articles:

RETIREMENT PLANNING

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... Read More
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... Read More
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.... Read More

TOBIAS UPDATES

REACH OUT TO TOBIAS FINANCIAL ADVISORS
WITH YOUR TAX PLANNING QUESTIONS TODAY

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 Any U.S. tax advice contained in this electronic mail communication was not intended or written to be used, nor can be used, by any recipient of this communication for the purpose of avoiding penalties that might be imposed pursuant to the Internal Revenue Code or U.S. Treasury Regulations, or any other state or local law regulation.

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