As an investment, residential real estate offers some great benefits: income, tax breaks, long term appreciation, and a hedge against inflation. However, it’s not for everyone, and there are some major downsides to be aware of. Here we’ll discuss theREAD 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.
The Homeowners insurance situation in California has not been good. Following a surge in wildfires (over 1.5 million acres have burned in the past five years, according to CalFire) property insurers have faced mounting losses. Many either stopped renewing policiesREAD MORE
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
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