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Peter Blatt has appeared in local and national media outlets to discuss important financial topics. Browse his most recent articles and media appearances below, and feel free to contact us with any questions you may have while reading.



Dollar Scholar Asks: What Do I Need to File Taxes?

By Julia Glum

Tax Day is just weeks away.
Even if I’m not ready to file yet, there are things I can start doing now — while I’m stuck inside avoiding below-zero temperatures — to prepare.


Retirement Planning Also Means Dream Planning – But Will Yours Materialize?

By Peter Blatt, J.D., LL.M. | President

Not everyone’s dream retirement is the same.
Perhaps yours involves traveling in an RV to National Parks, places you spent a lifetime hearing about but never got the chance to see.


Moving to Another State in Retirement? What You Need to Know

By Peter Blatt, J.D., LL.M. | President

The idea of retiring, packing up and starting fresh in a sunny spot or at the foot of some cool mountains may sound intriguing, but have you really thought it out? Some financial, practical and emotional issues to take into consideration first.


Own a Company Stock Within Your 401(K)? That Could Mean a Tax Advantage

By Peter Blatt, J.D., LL.M. | President

Roth conversions have, for good reason, become popular among people who want to avoid paying income taxes on the money they withdraw from their IRAs and 401(k)s in retirement.

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