Posts Tagged ‘retirement planning’
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 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 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 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: Financial Planner in Palm Beach County helps preserve assets: How to make important financial decisions when you are overwhelmed with life!
One of my clients that I am very fond of, was about to reallocate one of her investments from high cost mutual funds to low cost institutional investments, saving over…
Read MoreThe Blatt Watch by Peter Blatt: Learning how to captain a boat will make you rich. A recent example of the difference between reacting versus long term planning.
From the desk of Peter Blatt, J.D., LL.M. Almost all of my preconceived notions of ‘driving a boat’ have changed. My current car is an Infiniti G37 four door sedan.…
Read MoreThe Blatt Watch by Peter Blatt: Follow up to: You Cannot Borrow for Your Retirement, But You Can Borrow for Your Child or Grandchild’s College Education. But Should You?
From the desk of Peter Blatt In my last Blatt Watch, you read about my clients that were going to keep a promise of paying for college for 5 grandchildren.…
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