Planning Perspectives

Planning Perspectives is Blattel & Associates' quarterly newsletter.  Each quarter, it contains a variety of articles on current market conditions, financial tips and other informational topics.  Plus, you will get a sneak peek of the client events Blattel & Associates is planning, as well as some lighter fare.
Newsletters
  • Vol. 2 Issue 1: February 2010
    The 2010 first quarter edition of Planning Perspectives contains articles about 401(k)s, how personality types affect financial decisions, office news, and more. 
  • Issue 4: November 2009
    The 4th quarter edition of Planning Perspectives contains articles about 2010 Roth IRA conversions, which financial papers you should keep and more great financial articles.  Due to a new design, this edition contains even more content than before!
  • Issue 3: August 2009
    In the 3rd quarter edition of Planning Perspectives, read articles about Blattel & Associates' investment strategies, retirement savings, Roth IRAs and much more!
  • Issue 2: May 2009
    The 2nd quarter edition of Planning Perspectives is here! This quarter's issue contains articles on the Stimulus Plan, saving and much more.
  • Issue 1: February 2009
    We invite you to take a few minutes to read over the inaugral edition of Planning Perspectives. This quarter's issue contains a commentary on current market conditions by Bob Blattel, an article on choosing IRA beneficiaries and much more!
Other Documents
  • Financial Preparation Worksheet

    This is an easy-to-reference worksheet that can be used to compile your important financial information.  Fill out your pertinent financial information and other contact information on this worksheet and then review the document checklist to remind yourself which vital papers you should keep.

  • Online Account Access Instructions
    View this document for step-by-step instructions on how to set up online access to your First Clearing Corp/Fund Source account(s). The link for account access is located under the Links tab. 
 
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