Posts Tagged ‘Financial Planning’
The 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…
Read MoreThe Blatt Watch by Peter Blatt: Financial Planning: The similarities between birthday candles and retirement
Financial Planning can teach us when a behavior does not need to be corrected Last night it was my mother-in-law’s birthday. We went to Jetty’s restaurant in Jupiter for the…
Read MoreThe Blatt Watch by Peter Blatt: Death and Government shutdowns teach us about financial planning (Palm Beach Gardens Financial Advisor explains the connection between death and the Government)
I spent the last two days, Sunday and Monday, attending two different memorial services. The Sunday service was a celebration of life for one of my clients. He was a…
Read MoreThe Blatt Watch by Peter Blatt: What does Miley Cyrus, Oprah Winfrey, Lamar Odom, dog, Jack Daniels, and Breaking Bad have in common with financial planning in Palm Beach Gardens, Florida?
A quick study between the difference of a Problem and an Inconvenience. Miley Cyrus, Oprah Winfrey, Lamar Odom, dog, Jack Daniels, and Breaking Bad are the top searched topics on…
Read MoreThe Blatt Watch by Peter Blatt: Financial Planning: Why it is normal to have a financial setback – The markets have setbacks, why shouldn’t we?
From the desk of Peter Blatt In 2008, I went through a large financial setback. I pulled my clients out of the stock market, and revenue slowed down considerably for…
Read MoreThe Blatt Watch by Peter Blatt: Financial Planning: You Cannot Borrow for Your Retirement, But You Can Borrow for Your Child or Grandchild’s College Education. But Should You?
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. There are options to paying…
Read MoreThe Blatt Watch by Peter Blatt: Retirement Plans: Warning: Federal Estate Tax Rules are Changing Again
From the desk of Peter Blatt May 10, 2013 How are your retirement plans? The Permanent Reduction of Federal Estate Taxes is No Longer Permanent! This is also known as…
Read MoreThe Blatt Watch by Peter Blatt: Lessons of Mutual Funds vs ETFs
In this article, Peter explains the defining differences between mutual funds and their low-cost, liquid cousins, ETFs.
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