I occasionally hear this question, and the answer is somewhat surprising to those who ask me: even if you do not create a Last Will and Testament, you still have one. It was written by your state legislature. A willREAD 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.
As a financial planner, my basic role is to help people make their lives better, whether it’s through realizing their dreams or simply organizing their finances. In more than 20 years of working with clients, I’ve found that the mostREAD MORE
The Tax Cuts and Jobs Act of 2017 eliminated or capped a lot of itemized deductions for most taxpayers. While deductions for charitable gifts were preserved, raising the standard deduction meant that many taxpayers lost the benefit of all butREAD MORE
These words bring a certain level of dread to most people who hear (or think them). But what can you really do if you’ve been hacked? First, it’s going to depend on just what information has been compromised and whereREAD MORE
It’s been more than ten years since the end of the last recession, which is one of the reasons people have been talking about it lately. Historically, recessions come along every 5-7 years, and so by that measure, we’re overdueREAD MORE