blog-header-new

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…

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…

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…

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…

Invite your friends to a course at Palm Beach State College, instructed by Peter Blatt

September 28, 2015

September 28, 2015 From the office of Peter Blatt Markets are volatile and as everyone is getting closer to retirement, now is the time to learn what you can do…

The Blatt Watch by Peter Blatt: Long-Term Care Insurance

September 17, 2015

From the office of September 17, 2015 Until next time,

The Blatt Watch by Peter Blatt: Review on the Market – September 1, 2015

September 14, 2015

From the office of Peter Blatt Click on the video to hear Peter’s review of the market. This video was filmed on September 1, 2015. Until next time,

The Blatt Watch by Peter Blatt – Avoiding Identity Theft

August 18, 2015

From the desk of Peter Blatt August 18, 2015 Last week, we had a very informative Roundtable on how to prevent identity theft. Sergeant Paul Rogers of the Palm Beach…

Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend an event.

Or give us a call at 561.625.0900