Donor-advised funds are the fastest-growing charitable giving vehicle in the United States. This is because they are one of the easiest and most tax-advantageous ways to give to charity. A Donor Advised Fund (DAF) basically functions like a charitable foundationREAD 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.
In today’s digital world, more and more families’ finances are being managed online. Everything from paying bills, managing utilities, and scheduling medical appointments may be done online these days. When it comes time to take a more active role inREAD MORE
Do you have money left over in a 529 account for your child? Maybe your oldest got a scholarship to college, or just didn’t need as much money as you had saved up. No matter the case, there are someREAD MORE
Did you know that the fastest growing demographic group in the United States is people over the age of 85? As health care improves, people are living longer. Most people today can expect to spend about one quarter to oneREAD MORE
The raising of the national debt limit is back on the front pages as the hot topic du jour. In order for the federal government to continue paying its expenses, Congress must vote to increase the nation’s borrowing cap, knownREAD MORE