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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 outcomes. Our goal is to provide you with timely and relevant information that you’ll find valuable. Feel free to explore our FAQs page or contact us directly if you have any questions or topics you’d like to discuss.

Key Takeaways: The beginning of the year is an excellent time to review and ensure your retirement plan is on track. If you’re nearing retirement, here are 10 critical steps you can take this year to feel more peace ofREAD MORE

Key Takeaways: The Great Wealth Transfer, the phenomenon in which trillions of American dollars will be passed from older to younger generations, is well underway and projected to continue through 2048. As more families and heirs prepare for significant inheritances,READ MORE

U.S. stock market indices finished the year at or near record highs, capping a year of solid gains for investors. Consumer spending grew steadily during the year, driven largely by higher income households. Some analysts refer to this as aREAD MORE

Retirement planning is an important step in your financial journey. As a physician with family responsibilities, you may have many retirement savings options, and finding the one that best suits your unique goals may seem daunting. The key is toREAD MORE

In 2025, the U.S. tax landscape went through a significant transformation. On July 4th, the sweeping One Big Beautiful Bill Act (OBBBA) was signed into law. OBBBA began as an effort to prevent the sunset of key tax provisions fromREAD MORE