Posts Tagged ‘growth’
Hiking and Preparing allows a better understanding in achieving goals.
Last Week, my 16-year old son, David and I went for a long hike to prepare for our next Boy Scout camping trip. During the weekend of December 14th, we…
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 to choose the right financial planner in West Palm Beach or Palm Beach Gardens
From the desk of Peter Blatt When my grandmother passed away a year ago, my mother asked me how do I choose the right financial planner to help me with…
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: Should We Be Afraid of the European Front? In a Word, Yes
European debt levels continue to threaten a U.S. stock market renaissance as massive bailout packages continue to be approved. But is it getting any better, and are we protected?
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