The Blatt Watch
The Blatt Watch by Peter Blatt: Compartmentalizing the Risk and Worry of Your Investments
Do you set aside time each day to worry? Some researchers think you should, and Peter thinks it’s good for your investment portfolio.
Read MoreThe Fallout of the Fiscal Cliff: A Brief Guide for Small Business Owners
Wondering how the fiscal cliff deal affects small business owners? Peter explains it all here in this easy-to-understand, simple article. It’s a must-read for those who aren’t familiar with what the legislation accomplishes for business owners, and where it comes up short!
Read MoreThe Blatt Watch by Peter Blatt: Investing Without Worry
What if you could predict with pinpoint accuracy today exactly what that IRA will produce in retirement income 10 years from now?
Read MoreThe Blatt Watch by Peter Blatt: Durable Power of Attorney Change of Law
Change of Law: If you have not updated or created a new durable power of attorney since October 2011 in Florida you need to act as soon as possible. Your old power of attorney may not work!
If you become disabled, who will help you maintain your lifestyle? You need a Durable Power Attorney!
The Durable Power of Attorney statute has been completely modified/ revamped in October 2011.
Read MoreThe Blatt Watch by Peter Blatt: How the Government Plans to Tax Our Investments Now
You have only 150 days left until the new tax laws come into effect. The health care law has been declared constitutional; the remaining provisions will be going into effect. One little known provision is a new 3.8% investment income surtax, also called the health care surtax or the Medicare tax; it will go into effect on January 1, 2013.
This new surtax will be assessed on the lesser of a) net investment income or b) the excess of modified adjusted gross income (MAGI) over the “threshold amount.” For married taxpayers filing jointly, the threshold amount is $250,000; married filing separately, $125,000; all other individual taxpayers, $200,000. For trusts and estates, it is the beginning of the top income tax bracket ($11,650 in 2012).
Read MoreThe Blatt Watch by Peter Blatt: How an Individual Can Invest like an Endowment (e.g. Harvard)
Why don’t individuals invest like endowments? Because they don’t know how to. Peter Blatt’s insightful article here explains how you too can invest like Harvard.
Read MoreThe Blatt Watch by Peter Blatt: How To Avoid A Massive Estate Tax Hike At The End of 2012
Blatt Financial Group founder Peter Blatt explains how to avoid the massive estate tax hike that is set to take place come December 2012.
Read MoreThe Blatt Watch by Peter Blatt: The War on Seniors, Savers and Planners – Part II
From the desk of Peter Blatt April 19, 2012 This article continues from Part I of my installment on the War on Seniors, Savers, and Planners, found here. Why the…
Read MoreThe Blatt Watch by Peter Blatt: The War on Seniors, Savers and Planners – Part I
The War on Seniors, Savers, and Planners is the result of the US Government’s monetary policy of keeping interest rates at rock-bottom lows. In this two-part series, Peter explains how since 2008, this trend has severely curtailed the wealth preservation efforts of high-net worth seniors who are planning their estate. He also offer us some tips and strategies for protecting income investments.
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