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…
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…
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…
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…
From the desk of Peter Blatt, J.D., LL.M. Almost all of my preconceived notions of ‘driving a boat’ have changed. My current car is an Infiniti G37 four door sedan. My 9 and 12 year old boys fit comfortably in the back seat. My car…
From the desk of Peter Blatt In my last Blatt Watch, you read about my clients that were going to keep a promise of paying for college for 5 grandchildren. Paying for college is one of the biggest expenses for parents and/or grandparents. With a…
In this article, Peter explains the defining differences between mutual funds and their low-cost, liquid cousins, ETFs.
How in the world is retirement planning in 2013 like cooking? Peter came up with the analogy this week, and it’s quite good.