Peter Blatt
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…
On Sunday, my 10-year old son David, and my wife Gina and I went Geocaching with David’s Cub Scout troop at John D. MacArthur Beach State Park on Singer Island. It was our first time Geocaching. Geocaching is a modern version of a scavenger hunt…
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 Newark, Short Hills, and North Brunswick area. I had several client meetings and an opportunity…
From the desk of Peter Blatt, J.D., LL.M. I almost gave up on my dog, Jack. Our beautiful six-month old golden retriever was not house broken, nor was he crate trained. He would walk and pee without even noticing. In the past, prior to having…
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 me that his predictions might be correct, or they might not be correct. Even if…
Financial Planning – How small changes add up: A three step process to financial freedom. Over the holidays, we took a vacation to the Florida Keys. Part of our trip involved going down to Key West. At the end of Duval Street is the Southernmost…
From the desk of Peter Blatt, J.D., LL.M. We published a Special Edition of The Blatt Watch for December 2013.To download this printed version, please click this link 2013-14 Printed edition – FINAL and see how 2013 shaped up for financial planning.
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 year, even though my income increases?’ His real question is, ‘Why can’t I save more…
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 client is not identified. Last week, I sat with a new client who was recently…
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…