Blog | Toberman Becker Wealth

Don’t Lock Up Your Assets And Throw Away The Key: Why Liquidity Matters

Estate Planning

Don’t Lock Up Your Assets And Throw Away The Key: Why Liquidity Matters

Liquidity provides the freedom and flexibility to turn your assets into part of your cash flow.
What is liquidity, and why does it matter?

Craig Toberman, CFA, CPA, CFP® 11/01/2021

Estate Planning

Estate Planning Primer: How to Minimize Taxes & Leave a Legacy

Estate Planning Primer: How to Minimize Taxes & Leave a Legacy Creating an estate plan is something that many people

Craig Toberman, CFA, CPA, CFP® 09/16/2021

Behavioral Finance 101: Understanding Your Investor Psychology

Investing

Behavioral Finance 101: Understanding Your Investor Psychology

Behavioral Finance 101: Understanding Your Investor Psychology Behavioral finance has uncovered fascinating revelations about how investors approach their money. Behavioral

Craig Toberman, CFA, CPA, CFP® 09/01/2021

Financial Planning

What’s In a Financial Plan: A Spotlight on Financial Planning

What Should Be Included in a Financial Plan? What goes into a financial plan? At Toberman Becker Wealth, we put

Craig Toberman, CFA, CPA, CFP® 08/14/2021