Summer is Here

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

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…

Secret to Saving Money

Secret to Saving Money

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…

Estate Planning:  Who Can Be Your Successor Trustee

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…

Some key points about China and the US economy

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….

Social 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 one spouse to draw on their spouse’s benefit while they grew their own. This strategy has…