Posts Tagged ‘financial planner’
Google Easily Finds Peter Blatt, Palm Beach Gardens Financial Advisor Walking Into His Office!
A few weeks ago, one of my clients called extremely excited and said, ‘I found you on Google Earth.’ That sounded to me like she found me doing a Google…
Read MoreHow to evaluate the lessons we are learning from this year
Changing plans does not mean changing your outlook. At the end of each day of hiking the Continental Divide Trail with the Boy Scouts, each of the boys would discuss…
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 MoreThe Blatt Watch by Peter Blatt: What can Geocaching, Boy Scouting, and Being a Proud Parent or Grandparent teach you about Estate Planning?
On Sunday, my 10-year old son David, and my wife Gina and I went Geocaching with David’s Cub Scout troop at John D. MacArthur Beach State Park on Singer Island.…
Read MoreThe Blatt Watch by Peter Blatt: Safe money is more important than money at risk
From the desk of Peter Blatt, J.D., LL.M. What a trip to New Jersey can teach you about investing Last week, I spent several days in New Jersey – the…
Read MoreThe Blatt Watch by Peter Blatt: How training a dog can teach you how not settle on mediocre investments or estate planning documents
From the desk of Peter Blatt, J.D., LL.M. I almost gave up on my dog, Jack. Our beautiful six-month old golden retriever was not house broken, nor was he crate…
Read MoreThe Blatt Watch by Peter Blatt: The fishbowl effect; the weatherman; raising puppies, and investing for retirement
From the desk of Peter Blatt, J.D., LL.M. On Saturday, I was watching the weatherman as he was talking about the weather forecast for the next two weeks. It struck…
Read MoreThe Blatt Watch by Peter Blatt: Financial Planning: 2013 The Year in Review
From the desk of Peter Blatt, J.D., LL.M. We published a Special Edition of The Blatt Watch for December 2013.To download this printed version, please click this link 2013-14 Printed edition…
Read MoreThe Blatt Watch by Peter Blatt: Financial Planner Asks: Why do our expenses increase while our income increases?
From the desk of Peter Blatt, J.D., LL.M. Sitting down with one of my clients today in Miami, he posed the question, ‘Why do I continue to spend more each…
Read MoreThe Blatt Watch by Peter Blatt: Retirement Planning: How to start over and save for retirement without being overwhelmed
From the desk of Peter Blatt, J.D., LL.M. It is time to meet and solve your retirement goal. Part 1. I changed some of the facts to make sure the…
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