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
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.
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
We’ve all been dealing with COVID-19 for many months now, and as cases begin to mount again, I’ve been thinking a lot about an interesting conversation I had with my oncologist. First, I have to say those are two wordsREAD MORE
On December 19, 2019, Congress passed a major tax bill that has retirement and estate planning implications for millions of Americans. The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) made several changes to the rules governing companyREAD MORE