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.

The best part about retirement is being able to do what you want, when you want. For many retirees, that means spending more time travelling. Whether it’s revisiting your favorite cities or ticking off places on your “bucket” list, youREAD MORE

In the beginning of February we experienced something we haven’t seen in 400 days: a significant pullback in the stock market. After over a year of nearly continuous gains, we endured a turbulent week that pushed us into official marketREAD MORE

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 threeREAD MORE

At tax time, it can become painfully obvious how much of your hard-earned money is sent to the government. Income from your investments can be a big contributor to your tax bill. Wouldn’t it be nice if we can keepREAD MORE

“My home is my castle” aptly expresses many clients’ deep and emotional connection to their homes. Whether it’s the blue chair in the living room or the rocking horse next to it, each item brings back fond memories, making itREAD MORE

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