The Blatt Watch by Peter Blatt: How to Protect Your Money – Pre & Post Election
We are rapidly approaching the Presidential Election; an election upon which most economic forecasts depend. How to Protect Your Money – Pre & Post Election.
The Blatt Watch by Peter Blatt: Fiduciary vs. Suitability
Doesn’t sound like much of a big deal, but these two words, fiduciary and suitability, are critical to determining the type of care you receive from your “trusted” financial advisor. Unfortunately most of the public is not aware that a minority of advisors are held to a fiduciary standard while a majority are held to a much lower, suitability standard of care.
The Blatt Watch by Peter Blatt: Prevent Another Massive 2008-Style Decline In The Coming Year
What could cause another 2008? The end of the Bush Tax Cuts. Our views regarding the ramifications of the Fiscal Cliff.
The Blatt Watch by Peter Blatt: A New Way of Looking At Things
Today’s Blatt Watch centers around how to build successful partnerships and boost your small business income.
The Blatt Watch by Peter Blatt: Durable Power of Attorney Change of Law
Change of Law: If you have not updated or created a new durable power of attorney since October 2011 in Florida you need to act as soon as possible. Your old power of attorney may not work!
If you become disabled, who will help you maintain your lifestyle? You need a Durable Power Attorney!
The Durable Power of Attorney statute has been completely modified/ revamped in October 2011.
The Blatt Watch by Peter Blatt: How the Government Plans to Tax Our Investments Now
You have only 150 days left until the new tax laws come into effect. The health care law has been declared constitutional; the remaining provisions will be going into effect. One little known provision is a new 3.8% investment income surtax, also called the health care surtax or the Medicare tax; it will go into effect on January 1, 2013.
This new surtax will be assessed on the lesser of a) net investment income or b) the excess of modified adjusted gross income (MAGI) over the “threshold amount.” For married taxpayers filing jointly, the threshold amount is $250,000; married filing separately, $125,000; all other individual taxpayers, $200,000. For trusts and estates, it is the beginning of the top income tax bracket ($11,650 in 2012).
The Blatt Watch by Peter Blatt: How an Individual Can Invest like an Endowment (e.g. Harvard)
Why don’t individuals invest like endowments? Because they don’t know how to. Peter Blatt’s insightful article here explains how you too can invest like Harvard.
The Blatt Watch by Peter Blatt: How To Avoid A Massive Estate Tax Hike At The End of 2012
Blatt Financial Group founder Peter Blatt explains how to avoid the massive estate tax hike that is set to take place come December 2012.
The Blatt Watch by Peter Blatt: Should We Be Afraid of the European Front? In a Word, Yes
European debt levels continue to threaten a U.S. stock market renaissance as massive bailout packages continue to be approved. But is it getting any better, and are we protected?
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