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Blatt Financial Group | Palm Beach Gardens, FL

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The Blatt Watch by Peter Blatt: Tax on Inherited Money and how my dog Jack teaches me a new lesson on how to deal with inheriting money

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From the desk of Peter Blatt, J.D., LL.M.  My dog Jack, a 2-year old golden retriever, finally is mellowing out. He loves everybody. Yesterday while walking him, he did not try to jump and lick one of my neighbors. Usually his tail starts waging and…

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The Blatt Watch by Peter Blatt: What can Geocaching, Boy Scouting, and Being a Proud Parent or Grandparent teach you about Estate Planning?

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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…

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The Blatt Watch by Peter Blatt: Safe money is more important than money at risk

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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…

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The Blatt Watch by Peter Blatt: How training a dog can teach you how not settle on mediocre investments or estate planning documents

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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…

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The Blatt Watch by Peter Blatt: The fishbowl effect; the weatherman; raising puppies, and investing for retirement

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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…

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The Blatt Watch by Peter Blatt: Financial Planning: 2013 The Year in Review

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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.        

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The Blatt Watch by Peter Blatt: Financial Planner Asks: Why do our expenses increase while our income increases?

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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…

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The Blatt Watch by Peter Blatt: Retirement Planning: How to start over and save for retirement without being overwhelmed

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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…

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The 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)

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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 strong, honest, and beloved man. The service was short, followed by a reception. His friends…

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The Blatt Watch by Peter Blatt: What does Miley Cyrus, Oprah Winfrey, Lamar Odom, dog, Jack Daniels, and Breaking Bad have in common with financial planning in Palm Beach Gardens, Florida?

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A quick study between the difference of a Problem and an Inconvenience. Miley Cyrus, Oprah Winfrey, Lamar Odom, dog, Jack Daniels, and Breaking Bad are the top searched topics on Google for the week. Financial planning is a pin drop compared to the amount of…

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