Posts by Peter Blatt
The Blatt Watch by Peter Blatt: The Biggest Complaint Regarding Your Financial Advisor
My family and I just came back from Cape Cod. We spent two different days on the water. We had two different experiences, both unexpected. My wife and I discussed…
Read MoreThe Blatt Watch by Peter Blatt: Follow up to: You Cannot Borrow for Your Retirement, But You Can Borrow for Your Child or Grandchild’s College Education. But Should You?
From the desk of Peter Blatt In my last Blatt Watch, you read about my clients that were going to keep a promise of paying for college for 5 grandchildren.…
Read MoreThe Blatt Watch by Peter Blatt: Financial Planning: Why it is normal to have a financial setback – The markets have setbacks, why shouldn’t we?
From the desk of Peter Blatt In 2008, I went through a large financial setback. I pulled my clients out of the stock market, and revenue slowed down considerably for…
Read MoreThe Blatt Watch by Peter Blatt: Financial Planning: You Cannot Borrow for Your Retirement, But You Can Borrow for Your Child or Grandchild’s College Education. But Should You?
Paying for college is one of the biggest expenses for parents and/or grandparents. With a sound financial plan, it doesn’t have to impede your retirement. There are options to paying…
Read MoreThe Blatt Watch by Peter Blatt: Can We Learn From Germany? Comparing Germany to the United States: Where Would You Rather Live?
From the desk of Peter Blatt Recently President Obama made a statement that he wants the United States economy to mirror Germany’s. This statement raises a lot of why, who,…
Read MoreThe Blatt Watch by Peter Blatt: Why Do The Markets Drop?
From the desk of Peter Blatt How is your financial planning? Sometimes markets fall. One of the worst strategies is to buy and hold investments. An actively managed conservative portfolio…
Read MoreThe Blatt Watch by Peter Blatt: Comparing Acts of God & Acts of Government Malice to Investment Habits
From the desk of Peter Blatt There are two main themes running through the news this month. The first theme is terrible tornado’s destroying different parts of our country. I…
Read MoreThe Blatt Watch by Peter Blatt: How to choose the right financial planner in West Palm Beach or Palm Beach Gardens
From the desk of Peter Blatt When my grandmother passed away a year ago, my mother asked me how do I choose the right financial planner to help me with…
Read MoreThe Blatt Watch by Peter Blatt: Retirement Plans: Warning: Federal Estate Tax Rules are Changing Again
From the desk of Peter Blatt May 10, 2013 How are your retirement plans? The Permanent Reduction of Federal Estate Taxes is No Longer Permanent! This is also known as…
Read MoreThe Blatt Watch by Peter Blatt: The Government Has Found Another Way to Hurt Small Business Owners
When President Obama released his budget earlier this month, it sent shock waves across both isles. But the biggest surprise? Your retirement savings are capped.
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