Palm Beach Gardens
The Blatt Watch by Peter Blatt: Waiting for my son David to come home from sleep away camp is a lot like waiting for an inheritance
From the desk of Peter Blatt, J.D., LL.M. My son David (10) is at sleep away camp for the first time. He is enjoying himself and learning a lot about building relationships, woodcraft, and fishing. He is in Hendersonville, North Carolina and we just received…
The Blatt Watch by Peter Blatt: Safe money is more important than money at risk
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…
The Blatt Watch by Peter Blatt: How training a dog can teach you how not settle on mediocre investments or estate planning documents
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…
The Blatt Watch by Peter Blatt: The fishbowl effect; the weatherman; raising puppies, and investing for retirement
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…
The Blatt Watch by Peter Blatt: Financial Planning: Why Financial Binge Dieting Does Not Work
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…
The Blatt Watch by Peter Blatt: Financial Planner Asks: Why do our expenses increase while our income increases?
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…
The Blatt Watch by Peter Blatt: Retirement Planning: How to start over and save for retirement without being overwhelmed
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…
The Blatt Watch by Peter Blatt: Financial Planning: The similarities between birthday candles and retirement
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…