Author: Monica Ma

Monica Ma, CFP®, CFA® is an advisor and the chair of the Investment Committee at Blankinship & Foster LLC. She helps clients build sound investment portfolios and develop strategic plans to reach their goals. Since Monica is passionate about sharing her knowledge with women and retirees, she co-leads the firm's Wise Women and Living Wisely Educational Series. Monica is a member of the International Community Foundation's Investment and Finance Committee. She has been living in San Diego since 2008 and enjoys travelling and cooking with her family.

Female physicians often need to postpone pregnancy and child-rearing due to the demands of their medical training. They find themselves in their late thirties or early forties, financially stable, and ready to have children. This is wonderful! Parenthood at anyREAD MORE

Debt is a part of modern life. As a consumer, it’s important to understand its uses, benefits, and risks. Most people will borrow money during their lifetime, and for many it will be beneficial. For others, however, the debt willREAD MORE

What’s the best way to build wealth during your career in medicine? There is no shortage of opinions about it. But like most things, the path to financial security is founded on sound principles. In our experience working with physicians, successfulREAD MORE

We are now nine months into this pandemic, and many of us have been working exclusively from home during that time. This has forced us to try and do work to the standard required by our employers and customers, whileREAD MORE

Roth IRAs have some very important benefits. Assets in a Roth IRA grow tax-free, and any withdrawals are also tax-free. They are not subject to required minimum distributions during your lifetime. They can also be passed down to heirs tax-free.READ MORE

  • Do you know someone we can help?

  • This field is for validation purposes and should be left unchanged.