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At Blankinship & Foster, we believe the more informed you are, the easier it will be for you to achieve the best possible outcome for your situation. Below are a few of our recent blog articles and informational postings. Please use the menu on the right to view blog postings by category or search our site to find information specific to your type of situation.

Please also visit our FAQ , or feel free to contact us directly with any questions.

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

Are annuities a good idea for meeting your investment and retirement goals? It depends. Under certain circumstances, the right kind of annuity can be very helpful. For example, a Single Premium Immediate Annuity (SPIA) can be a great way toREAD MORE

Before you sell your business, make sure your finances are appropriately set up for the retirement phase of your life. Start by reviewing your portfolio to ensure that the investment options you chose will provide sufficient retirement income for theREAD MORE

The stock market drop in February and March was the fastest drop of that magnitude on record. The recovery since late March has been equally breathtaking. In fact, many people we speak with are surprised that the broad stock marketREAD MORE

We’re proud to introduce our very first Wealth Management Resident, Arley Gonzalez. Through the course of his residency, Arley is to complete a three-year program where he will rotate through various key departments within our firm, starting with client service,READ MORE

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