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.
Quarter In Review Despite its reputation as the worst seasonal period for stocks, the U.S. market delivered strong returns in the third quarter (up 4.5%), extending its winning streak to eight consecutive quarters and a remarkable 18 out of the last 19 quarters. But the lead story was once again the strength of foreign markets. … Continue reading Third Quarter 2017 Investment Review Continue Reading
It’s been said that roughly 10,000 baby boomers are transitioning into retirement every day. Even though so many people are doing it, there’s still a considerable amount of stress as you transition from working into retirement. The big financial transition is from drawing a paycheck to drawing down savings, but the emotional changes of purpose … Continue reading Transitioning into Retirement – A Case Study for Working With a Financial Advisor Continue Reading
The below article appeared in Time.com/Money on Jun 14, 2017, and the September, 2017 print issue of Money Magazine titled "When One Spouse Reaches Retirement First"; credited to Kerri Anne Renzulli. [©2017 Time Inc. All rights reserved.] Read Online Article on Time.com/Money Here Blankinship & Foster’s Jon Beyrer was a contributing financial advisor to this … Continue reading Money Magazine: Age Differences in Relationships Continue Reading
In the wake of the Equifax data breach, many consumers have been scrambling for ways to protect their financial accounts from identity thieves. Here are some security measures and technology features to help protect your investment accounts. Secure Your Online Account Access Add “Two Factor Authentication” This is a fancy sounding term, but it … Continue reading Security Measures to Protect Your Investment Accounts Continue Reading
A terminal illness is an emotionally complex time for everyone involved. It’s clearly not the best time to be making decisions that can impact your family for years or even for generations. Yet many put off making financial and estate decisions in advance because it’s not easy to address our own mortality or concern about … Continue reading Financial Planning for the Terminally Ill Continue Reading