The Tax Cuts and Jobs Act of 2018 changed the tax planning calculus for a lot of taxpayers. Among the many changes in this landmark tax act, one change was to eliminate the ability to recharacterize amounts converted into aREAD 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.
Have you ever looked at an empty toolbox and wondered what should be in there? What are the fundamental tools that a craftsman absolutely must have? For financial planners, two of the most important tools are a person’s balance sheetREAD MORE
There has been a lot of concern about our foreign trade policy recently. We’ve all seen the US stock market’s reaction to the announcements of tariffs and trade restraints against China. But what about the larger implications for jobs, theREAD MORE
The Tax Cuts and Jobs Act of 2017 changed a lot about living in California. While the Standard Deduction doubled, personal exemptions were eliminated, and several prominent deductions were capped or eliminated, including: Deductions for state and local taxes (income,READ MORE
Attribution: Philip P. Lindsley, CELA, CLS, of the San Diego Elder Law Center assisted with this article. Short term rehabilitation in a skilled nursing facility often follows a significant stay in the hospital and allows a patient to healREAD MORE