Tobias Financial

JUNE 17, 2025

Our Senior Wealth Advisor, Yesenia Realejo, CFP® , shares her thoughts on this concern. This is a publication of Tobias Financial Advisors. The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.

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Financial Advisor CFP Wealth Advisor Commission 52

Tobias Financial

JUNE 23, 2025

Our Wealth Advisor Franklin Gay, CFP®, EA , recently shared his perspective in a Financial Advisor Magazine , where he addressed some of the concerns that individuals are navigating today. This is a publication of Tobias Financial Advisors. It is for information and planning purposes only.

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Economics Financial Advisor Retirement Retirement Planning 52

Tobias Financial

JULY 21, 2025

Our Wealth Advisor, Franklin Gay, CFP®, EA , recently spoke with CBS News to provide clarity on the matter. This is a publication of Tobias Financial Advisors. Professional advisors should be consulted before implementing any of the options presented. It is for information and planning purposes only.

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Taxes Financial Advisor Retirement Planning CFP 52

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

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CFP Wealth Advisor Financial Planning Planning 52

Tobias Financial

JANUARY 25, 2023

A s a Financial Planning Associate, Alexander assists our Wealth Advisors in many different areas. Our Advisors work hard at maintaining client relationships and guiding our clients through their financial journeys. He is the back end behind the client facing work and projects. To learn more about Alexander, read his bio here.

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Certified Financial Planner Financial Planner Certification Financial Planning 98

Tobias Financial

OCTOBER 17, 2023

We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.

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Financial Services CFP Wealth Advisor Clients 52

Nerd's Eye View

APRIL 23, 2024

Welcome to the 382nd episode of the Financial Advisor Success Podcast ! Tyson is the CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households. Welcome everyone!

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Clients Financial Advisor Wealth Advisor Financial Advice 130

Nerd's Eye View

JULY 30, 2024

Welcome to the 396th episode of the Financial Advisor Success Podcast ! Michelle is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based in Minneapolis, Minnesota, that oversees $87 million in assets under management for 91 client households. Welcome everyone!

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Clients Financial Advisor Insurance Wealth Advisor 130

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

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CFP Wealth Advisor Financial Planning Planning 40

Nerd's Eye View

FEBRUARY 7, 2023

Welcome back to the 319th episode of the Financial Advisor Success Podcast ! Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. My guest on today's podcast is Jim Niedzinski.

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Carson Wealth

OCTOBER 7, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC ®️, CExP , CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit.  Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

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Valuation CFP Wealth Advisor Taxes 52

Carson Wealth

AUGUST 19, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

Planning 52

Planning CFP Wealth Advisor Taxes 52

Carson Wealth

JULY 30, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

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CFP Wealth Advisor Taxes Consulting 52

Carson Wealth

JULY 30, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

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Planning CFP Wealth Advisor Consulting 52

Carson Wealth

APRIL 18, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

Planning 52

Planning CFP Wealth Advisor Taxes 52

Tobias Financial

MAY 4, 2023

Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National Conference in San Diego on May 13th, 2023.

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Planning CFP Wealth Advisor Business Planning 52

Darrow Wealth Management

OCTOBER 28, 2024

These are complex and nuanced vehicles with liquidity and investment risk, and cost components, that should be evaluated thoroughly If pending legislation passes, it could present another opportunity to consider a qualified opportunity zone fund to defer gains from the sale of a business.

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Sales Taxes Estate Planning Retirement 105

Tobias Financial

MAY 3, 2024

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! It is presented to a member who has made outstanding contributions in their professional and volunteer roles.

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Ethics Fee Only CFP Wealth Advisor 52

Steve Sanduski

MARCH 8, 2023

Guests: Bill Keen, Founder and CEO , and Matt Wilson, President and Chief Investment Officer , of Keen Wealth Advisors discuss the discovery meeting process. The checklist systems mentality the Keen Wealth Advisors team brings to their discovery meetings so nothing is missed.

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Wealth Advisor Clients Retirement Investments 52

Zoe Financial

NOVEMBER 20, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth?

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Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

NOVEMBER 6, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth?

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 27, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth?

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Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 23, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth?

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth?

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Marketing Marketing Financial Advisor Wealth Advisor 52

Tobias Financial

JULY 5, 2024

In a recent CNBC article, our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS , was quoted on the topic of tax strategies during periods of unemployment. However, a period of lower income in 2024 could present valuable tax planning opportunities.

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Taxes Tax Planning CFP Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 30, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 9, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Economics Financial Advisor 52

The Irrelevant Investor

AUGUST 25, 2018

Another advisor discussing the irrevocable trust fee schedule recalled hearing a manager say, “So long as you disclose it, you can charge it!” The fees for planning, according to an internal presentation called “The Wealth Planning Client Experience,” were significant: from $5,000 to $68,000 per year, depending on the client’s assets.

Ethics 52

Ethics Commission Financial Planner Financial Advisor 52

Harness Wealth

OCTOBER 16, 2024

Klingman & Associates is a wealth management firm based in New York, most recently being named among America’s Top Wealth Advisors by Forbes for 2024. Q: How can tax advisors align with the work of wealth advisors? Q: How can tax advisors and wealth managers leverage technology together to serve clients?

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Wealth Management Taxes Clients Management 52

WiserAdvisor

OCTOBER 4, 2022

Being a grandparent is a special feeling, and you may like to shower presents on your grandchildren from time to time. So, plan well and consider hiring a financial advisor for professional advice if you need any help through this process. Students can also take up part-time jobs to fend for themselves or contribute to the house.

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Budgeting Retirement Healthcare Food 103

Indigo Marketing Agency

DECEMBER 19, 2022

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. He was named a Top 10 Advisor on Investopedia’s 100 list.

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Financial Advisor CFP Financial Services Education 116

WiserAdvisor

SEPTEMBER 13, 2022

can come in the way of your plans and present challenges every now and then. Having said that, it is also essential to not get swayed by the present and undermine the future. If you add retirement planning on top of all this, you are more likely to compromise your present financial needs. every once in a while.

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Retirement Planning Retirement Planning Budgeting 52

WiserAdvisor

SEPTEMBER 14, 2022

can come in the way of your plans and present challenges every now and then. Having said that, it is also essential to not get swayed by the present and undermine the future. If you add retirement planning on top of all this, you are more likely to compromise your present financial needs. every once in a while.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

Zoe Financial

NOVEMBER 13, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth?

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Wealth Management Management Financial Advisor Taxes 40

FMG

APRIL 6, 2023

This is why websites are essential for family offices, they act as a platform to present the other two strategies – PR and content marketing. CONSTELLATION WEALTH ADVISORS: Constellation Wealth Advisors website pays special attention to layout and style choices by using a minimalist layout for the sake of clarity and user attention.

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Marketing Marketing Clients Media 52

WiserAdvisor

SEPTEMBER 22, 2022

If you use traditional accounts, you would be able to save on tax in the present and pay it in retirement. If you select Roth accounts, you would have to pay tax in the present and save on tax in retirement through tax-free withdrawals. Moreover, IRAs and 401ks are both tax-advantaged accounts. So, you can use them to save on tax.

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Investing Investments Insurance Retirement 52