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.

Did you know that retirement (at least the way we know it) has only been around for 80 years? In 1935, the government established Social Security, and for the first time those entering retirement had a dependable source of income.READ MORE

A lot of thought goes into choosing investments for you. While our investment and planning process centers around your goals and needs, your investment portfolio is often vital to meeting those objectives. Whether the goal is to maximize long termREAD MORE

In our recent Living Wisely seminar titled, “Let’s Talk Estate Planning”, we delved into how instruments like trusts can help you manage your assets during your lifetime and after your death. A key takeaway was how important it is toREAD MORE

Most of us carry both debit and credit cards in our wallets and we usually don’t put much thought into which card to swipe at the cash register. However, there are potential risks and rewards behind these decisions. Here areREAD MORE

When a person’s need for help with everyday activities goes beyond what family members can provide, it may become necessary to hire a professional caregiver. There are many things to consider in hiring an in-home caregiver for this very importantREAD MORE

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