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Author: Rick Brooks

Rick Brooks, CFA®, CFP® is a partner of Blankinship & Foster LLC and is the firm’s Chief Investment Officer. He is a lead advisor, counseling clients on all aspects of personal financial management. Rick serves on several boards. He is the Chairman of the Board of Girl Scouts San Diego, and also chairs the San Diego Foundation’s Professional Advisor Council. Rick and his family live in Mission Hills. Rick enjoys spending time with his family, theater, cooking, skiing, gaming and reading.

When planning for a comfortable retirement, taxes are a significant consideration. Taxes are among the largest contributors to your cost of living in retirement, and cost of living can make the difference between a comfortable retirement and a meager one.READ MORE

Valentine’s Day is the third-largest consumer holiday in the U.S., with about 19 Billion dollars spent in Cupid’s name each year. It’s big business for florists and chocolatiers, with over 4 Billion dollars spent per year on flowers and candyREAD MORE

One of the most common New Years’ resolutions is to get organized. It’s also one of the most important steps in the financial planning process, because it makes keeping on top of your finances a lot easier. Nowhere is thatREAD MORE

A 2014 study of retirees done by Merrill Lynch and Age Wave led to the following conclusion: “Retirees say health is the #1 ingredient for a happy retirement.” Financial security, family and purpose were all important, but health was tops.READ MORE

The most common IRA mistakes made in retirement are easy to avoid. While it’s true that the rules surrounding Individual Retirement Accounts (IRAs) are complex, most IRA mistakes come from not asking the right questions or from trying to gameREAD MORE

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