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…
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…
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 early bird special. At the end of the meal our waitress brought over a piece…
From the desk of Peter Blatt There are two main themes running through the news this month. The first theme is terrible tornado’s destroying different parts of our country. I call these events acts of God. The second types of events are malfeasance by our Government….
In this article, Peter explains the defining differences between mutual funds and their low-cost, liquid cousins, ETFs.
Do you set aside time each day to worry? Some researchers think you should, and Peter thinks it’s good for your investment portfolio.
What if you could predict with pinpoint accuracy today exactly what that IRA will produce in retirement income 10 years from now?
We are rapidly approaching the Presidential Election; an election upon which most economic forecasts depend. How to Protect Your Money – Pre & Post Election.
What could cause another 2008? The end of the Bush Tax Cuts. Our views regarding the ramifications of the Fiscal Cliff.
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.