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Forcing Mechanism Makes Couples Have Better Communication

September 5, 2019

I was sitting with married clients last week where one spouse bought a property without first fully discussing it with the other spouse. As I was processing this information, I…

Depending on the Federal Reserve to improve the stock market, is like circling the Arc de Triomphe.

August 2, 2019

On our recent family vacation, we rented a car in Paris to drive to Normandy. To get to the French countryside, we had to drive through the center of Paris.…

Hot Times Mean Earlier Walks

July 31, 2019

Early warning signs of running out of money in retirement. Last Week, I went for a walk in the morning with my wife Gina. This is part of our commitment…

Hiking Myakka River State Park Clears Your Head and Reminds Us That the Majority Can Be Wrong

July 3, 2019

This past week, I hiked and backpacked with a bunch of Boy Scouts and another Assistant Scout Master thru the Myakka River State Park. My younger son David, was one…

Summer is Here

May 18, 2017

As I was walking my 3 year old golden retriever Jack this morning, one of my neighbors ran after me. He was very excited to see us and wanted to…

The Future of Mutual Funds

September 16, 2016

The Future of Mutual Funds Brokerage firms are changing and leaving you out to dry. For example Edward Jones just released a statement that it will no longer allow its…

Secret to Saving Money

June 21, 2016

06-21-2016 How to save money and pay off any and all debts We are encouraged from early on to start amassing debt.  You watch any ad on TV, you watch…

Estate Planning:  Who Can Be Your Successor Trustee

March 31, 2016

Current Blatt Watch March 31, 2016 Estate Planning: Who Can Be Your Successor Trustee >>>Download One of the major questions legal estate planning clients always ask me is who can be…

How much do you need in retirement: What is your number and why that number should not scare you

February 17, 2016

A question that is often asked by our potential clients is what is the amount of money I need in retirement? Most professionals agree there are 3 different ways to…

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