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 lot of people use mobile payment services like Venmo or PayPal these days. It’s a convenient way to handle payment transfers, and most use it to transfer money between families and friends. However, many self-employed people also use itREAD MORE

If you are enrolled in Medicare, you can make changes to your insurance coverage once a year, during the Open Enrollment period. This period starts on October 15th and runs through December 7th each year. It applies whether you haveREAD MORE

Not long ago, an executor’s job was relatively straightforward. By taking a physical key, unlocking a physical lock, rummaging through a couple of kitchen or desk drawers, an executor could have most of what would be needed to wind upREAD MORE

If it has been a long time since you reviewed your life insurance, you’re not alone.  It’s common for people to put off reviewing their life insurance coverage, assuming their current policies are sufficient. But, as everyone knows, life happens,READ MORE

Car travel is pretty much unavoidable in California. About fourteen million automobiles are registered in the state, and there are about twenty-five million drivers. With so many cars and drivers on the state’s roads, it’s not surprising that there areREAD MORE