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.
Posted November 4, 2014
There has been a lot written about Social Security lately, but I was stunned recently by a presentation at the UCSD Economics Roundtable. According to Professor John Shoven of Stanford University (who studies Social Security, aging and retirement), the VASTREAD MORE
Posted October 22, 2014
Recently I wrote about having a charitable giving plan, and how that can allow people to be strategic about their charitable gifts. As tax rates have been on the rise lately, many people have been looking for ways to reduceREAD MORE
Posted October 14, 2014
Global stock markets generally fell in the third quarter, although U.S. large company (large cap) stocks bucked the trend with the S&P 500 gaining 1.1%. Smaller company stocks were down 7.4%. Year to date, large cap stocks gained 8.3% versusREAD MORE
Posted October 1, 2014
Charitable IRA Rollovers (also called Qualified Charitable Distributions, or QCDs), have been allowed by IRS rules off and on since 2006. The most recent extension of the rules expired in 2013, and has not yet been renewed. However, in JulyREAD MORE
Posted September 15, 2014
Life insurance is often used for alternative purposes, such as borrowing against it, but there’s a catch. When the cash value bleeds down to nothing, the policy generally needs to be cancelled, and that “tax-free” loan you took becomes a taxable distribution of any earnings on the policy. You’re also out the insurance policy you had planned on.