Not long ago, an executor’s job was relatively straightforward. By taking a physical key, unlocking a physical lock, rummaging through a couple of kitchen or desk drawers, an executor could have most of what would be needed to wind upREAD MORE
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.
If it has been a long time since you reviewed your life insurance, you’re not alone. It’s common for people to put off reviewing their life insurance coverage, assuming their current policies are sufficient. But, as everyone knows, life happens,READ MORE
Car travel is pretty much unavoidable in California. About fourteen million automobiles are registered in the state, and there are about twenty-five million drivers. With so many cars and drivers on the state’s roads, it’s not surprising that there areREAD MORE
Simplicity is the ultimate sophistication -– Leonardo da Vinci We’ve all seen or heard about the guy at work who makes his job seem more complicated than it really is so that it’s harder to lay him off. Wall StreetREAD MORE
Every year, millions of Americans change jobs or retire and leave the workforce entirely. Most are faced with a seemingly inconsequential choice: what to do with your company 401k plan. Most financial advisors will recommend rolling funds out of yourREAD MORE