At Blankinship & Foster, we believe the more informed you are, the easier it will be for you to achieve the best possible outcome for your situation. Below are a few of our recent blog articles and informational postings. Please use the menu on the right to view blog postings by category or search our site to find information specific to your type of situation.
It’s December, and the holiday season is upon us once more. It can be a busy time of the year, and the remaining days of 2017 can go by in a flash. There is a lot of uncertainty about tax changes for 2018, however there is still some tax planning you can do for 2017. … Continue reading Year-End Financial Planning and Tax Moves for 2017 Continue Reading
The San Diego region is known as one of the most generous communities nationwide. In fact, Charity Navigator named San Diego America’s Most Charitable City. Wise charitable giving helps ensure our generous gifts count and make a difference. But as Andrew Carnegie said, “It is more difficult to give money away intelligently than to earn … Continue reading Be Wise With Your Charitable Gifts Continue Reading
SAN DIEGO, CA — Blankinship & Foster, a nationally recognized fee-only wealth advisory firm in Solana Beach, California, announced that financial planning associate Lanette Schmidt has been licensed by the Certified Financial Planner Board of Standards to use the Certified Financial Planner® and CFP® marks. “I am delighted to be recognized as a CFP® practitioner,” … Continue reading Lanette Schmidt Earns Certified Financial Planner Designation Continue Reading
Most affluent Californians have some form of an estate plan. While a will is a necessity, many people have invested in a comprehensive package including a will, trust, powers of attorney and advanced health care directive. As discussed previously in Top Estate Planning Mistakes and How to Avoid Them, your estate plan determines what happens … Continue reading The Care and Feeding of Your Estate Plan Continue Reading
As we age, the single greatest risk to our retirement independence is falling. Did you know one out of every 3 adults over the age of 65 falls each year? And if you’ve fallen once, you are two to three times more likely to fall again. 95% of hip fractures and many traumatic brain injuries … Continue reading Fall Prevention is Vital for Your Independence in Retirement Continue Reading