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.

If you’ve been stuck at home watching TV for the past 12 months, you may have seen ads offering perks for choosing Medicare Advantage over “regular” Medicare. The perks sound like a great deal, and Medicare Advantage plans can indeedREAD MORE

Perhaps the single greatest question facing investors now is, “What will happen to inflation?” This was recently highlighted with the news of a grounded freighter that is blocking the Suez Canal, cutting off shipping between Asia, Europe, and the U.S.READ MORE

Are revocable living trusts necessary? You may wonder why you should go through the hassle and expense of creating and funding a trust, especially if you are married and your assets are titled jointly. In this article, we will lookREAD MORE

By now, you’ve almost certainly heard something about the rise (and by the time you read this, the fall) of the stock in the company GameStop. GameStop is a “brick and mortar” retailer that sells video games, both for consoleREAD MORE

If you think financial planning is only for the rich, think again. People from all walks of life can benefit greatly from planning their finances. Developing a sound financial plan and sticking to it can greatly improve your chances ofREAD MORE