On our recent family vacation, we rented a car in Paris to drive to Normandy. To get to the French countryside, we had to drive through the center of Paris. The first road we went on led to the Arc de Triomphe. The largest arch…
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 to remain healthy. It was as hot and humid as it gets here in South…
This past week, I hiked and backpacked with a bunch of Boy Scouts and another Assistant Scout Master thru the Myakka River State Park. My younger son David, was one of the Scouts. For those who don’t know where Myakka State Park is located, it…
As I was walking my 3 year old golden retriever Jack this morning, one of my neighbors ran after me. He was very excited to see us and wanted to tell us that he is leaving next week for his summer home in North Carolina….
The Future of Mutual Funds Brokerage firms are changing and leaving you out to dry. For example Edward Jones just released a statement that it will no longer allow its brokers to sell Mutual Funds inside of retirement accounts or IRAs! Recently, Wells Fargo was…
06-21-2016 How to save money and pay off any and all debts We are encouraged from early on to start amassing debt. You watch any ad on TV, you watch anything with our parents, and we see ourselves being able to use some form of…
Current Blatt Watch March 31, 2016 Estate Planning: Who Can Be Your Successor Trustee >>>Download One of the major questions legal estate planning clients always ask me is who can be my successor trustee. In Florida there are specific limitations about who can be a successor…
A question that is often asked by our potential clients is what is the amount of money I need in retirement? Most professionals agree there are 3 different ways to calculate the amount needed at the time of retirement. There is the Income Method, Expense…
The desire to have income with growth potential is currently one of the strongest desires in the safer money area. There is a war on savers that is causing investors to flee the safety of CDs, Banks, and other lower risk investments. There is a…
January 7, 2016 In the first few days of this New Year we have seen the Chinese Stock market fall over 7% and again fall. The World is connected and the S&P 500 (a measure of the largest companies in the US) dropped in value….