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 of the Scouts. For those who don’t know where Myakka State Park is located, it is right near Sarasota, Florida. Backpacker Magazine, named it 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 tell us that he is leaving next week for his summer home in North Carolina. Our conversation turned to why he decided to buy a…

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 brokers to sell Mutual Funds inside of retirement accounts or IRAs! Recently, Wells Fargo was fined over $185 million dollars for making up false accounts…

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 anything with our parents, and we see ourselves being able to use some form of payment other than cash.  Go to the grocery store –…

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 my successor trustee. In Florida there are specific limitations about who can be a successor trustee, but for purposes of this short list, I’m going…

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 calculate the amount needed at the time of retirement. There is the Income Method, Expense Method, and the Saving Method. All of these methods look…

How to select an Institutionally Managed Dividend Stock Portfolio

February 3, 2016

The desire to have income with growth potential is currently one of the strongest desires in the safer money area. There is a war on savers that is causing investors to flee the safety of CDs, Banks, and other lower risk investments. There is a trend during volatile times where a portfolio of quality, dividend-paying…

Some key points about China and the US economy

January 7, 2016

January 7, 2016 In the first few days of this New Year we have seen the Chinese Stock market fall over 7% and again fall. The World is connected and the S&P 500 (a measure of the largest companies in the US) dropped in value. The S&P 500 dropped 2% the day following China’s decline.…

Social Security Changes That Could Require Immediate Action

December 15, 2015

December 15, 2015 On November 2nd 2015, a new law will become effective in 6 months (April 2016). This new law removes loopholes in the Social Security system. The major loophole allowed one spouse to draw on their spouse’s benefit while they grew their own. This strategy has been known as “file and restrict”, because you file, but…

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