One of the most common New Years’ resolutions is to get organized. It’s also one of the most important steps in the financial planning process, because it makes keeping on top of your finances a lot easier. Nowhere is thatREAD 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.
A 2014 study of retirees done by Merrill Lynch and Age Wave led to the following conclusion: “Retirees say health is the #1 ingredient for a happy retirement.” Financial security, family and purpose were all important, but health was tops.READ MORE
The most common IRA mistakes made in retirement are easy to avoid. While it’s true that the rules surrounding Individual Retirement Accounts (IRAs) are complex, most IRA mistakes come from not asking the right questions or from trying to gameREAD MORE
A lot of Baby Boomers are retiring, and many of them spend their extra time travelling. For some, that has meant hopping in a recreational vehicle and roaming the highways and byways of the Continental United States. For others, thatREAD MORE
There’s been a lot of media attention on the Treasury Yield Curve lately. And with good reason: a change in its shape is often one of the first visible signs of trouble to come for the economy. Because stock performanceREAD MORE