Financial Planning
A new perspective from adversity
I returned early last week from an amazing trip with my son, David, and the Boy Scouts of Troop 132. We hiked Yellowstone National Park and part of the Continental…
Read MoreHiking and Preparing allows a better understanding in achieving goals.
Last Week, my 16-year old son, David and I went for a long hike to prepare for our next Boy Scout camping trip. During the weekend of December 14th, we…
Read MoreTrump and Financial planning in Palm Beach Gardens Florida
After Hurricane Dorian left us and proceeded north, I asked my younger son David, to help me return the outdoor furniture we stored in our garage to the backyard. In…
Read MoreHot Times Mean Earlier Walks
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…
Read MoreHiking Myakka River State Park Clears Your Head and Reminds Us That the Majority Can Be Wrong
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…
Read MoreHow much do you need in retirement: What is your number and why that number should not scare you
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…
Read MoreSome key points about China and the US economy
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…
Read MoreThe Blatt Watch by Peter Blatt: Long-Term Care Insurance
From the office of September 17, 2015 Until next time,
Read MoreThe Blatt Watch by Peter Blatt: Jesse Panuccio, Executive Director of the Florida Department of Economic Opportunity and my dog, Jack, help decide which state you should become a resident.
From the desk of Peter Blatt, J.D., LL.M. At a recent special session of the Northern Palm Beach Country Chamber of Commerce meeting I learned that New York fell behind…
Read MoreThe Blatt Watch by Peter Blatt: Tax on Inherited Money and how my dog Jack teaches me a new lesson on how to deal with inheriting money
From the desk of Peter Blatt, J.D., LL.M. My dog Jack, a 2-year old golden retriever, finally is mellowing out. He loves everybody. Yesterday while walking him, he did not…
Read More