Posts Tagged ‘Financial Planning’
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…
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 MoreSocial Security Changes That Could Require Immediate Action
December 15, 2015 On November 2nd 2015, a new law will become effective in 6 months (April 2016). This new law removes loopholes in the Social Security system. The major loophole allowed…
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: How to view summertime as a suspension of time
From the desk of Peter Blatt, J.D., LL.M. A 6-day trip could feel like a 3-month suspension in time. What a family trip can teach you about making good financial…
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: Why Financial Binge Dieting Does Not Work
Financial Planning – How small changes add up: A three step process to financial freedom. Over the holidays, we took a vacation to the Florida Keys. Part of our trip…
Read More