October is a big month for income taxes, and also for retirement plans and IRAs. Here are several important October financial planning dates to remember. October 1 This is the last date to establish a Simple IRA for an existing business.READ MORE
Author: Blankinship & Foster
October 15th to December 7th is the “Medicare Open Enrollment Period” – the time when people with Medicare can change their Medicare health plans and prescription drug plans for the coming year. You may be seeing a lot of informationREAD MORE
Quarter in Review Global markets were relatively calm for most of the quarter until June, when unexpected news from Europe shocked investors around the globe. Upending most forecasts and taking world financial markets by surprise, the United Kingdom voted toREAD MORE
SAN DIEGO, CA — Blankinship & Foster, a nationally recognized fee-only wealth advisory firm in Solana Beach, California, announced that advisor Monica Ma, CFA®, CFP® has been licensed by the Society of Certified Senior Advisors to use the CSA® mark.READ MORE
Quarter in Review The volatile markets during the first quarter presented our portfolios with a real-world stress-test. Late December weakness became a rout in January, causing the worst start to a year in Wall Street history. Major equity markets droppedREAD MORE