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 Divide Trail (CDT). The CDT connects Mexico to Canada. We took all necessary precautions on our flights for COVID19, and I am happy to report…

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Trump 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 the process of moving the furniture our Golden Retriever Jack ran outside. Now Jack is a very loyal 6-year old Golden Retriever who loves to…

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The Future of Mutual Funds

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…

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The Blatt Watch by Peter Blatt: Follow up to: You Cannot Borrow for Your Retirement, But You Can Borrow for Your Child or Grandchild’s College Education. But Should You?

From the desk of Peter Blatt In my last Blatt Watch, you read about my clients that were going to keep a promise of paying for college for 5 grandchildren. Paying for college is one of the biggest expenses for parents and/or grandparents. With a sound financial plan, it doesn’t have to impede your retirement.…

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