One of my clients that I am very fond of, was about to reallocate one of her investments from high cost mutual funds to low cost institutional investments, saving over $10,000 per year. She said to me, “I know this is the right thing…
Paying for college is one of the biggest expenses for parents and/or grandparents. With a sound financial plan, it doesn’t have to impede your retirement. There are options to paying for college, but they are not all a “one size fits all”. Recently, I was…
What if you could predict with pinpoint accuracy today exactly what that IRA will produce in retirement income 10 years from now?
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.
Why don’t individuals invest like endowments? Because they don’t know how to. Peter Blatt’s insightful article here explains how you too can invest like Harvard.
The War on Seniors, Savers, and Planners is the result of the US Government’s monetary policy of keeping interest rates at rock-bottom lows. In this two-part series, Peter explains how since 2008, this trend has severely curtailed the wealth preservation efforts of high-net worth seniors who are planning their estate. He also offer us some tips and strategies for protecting income investments.