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At Blankinship & Foster, we believe the more informed you are, the easier it will be for you to achieve the best possible outcomes. Our goal is to provide you with timely and relevant information that you’ll find valuable. Feel free to explore our FAQs page or contact us directly if you have any questions or topics you’d like to discuss.

With three major pieces of tax legislation passed in the last four years, we enter 2024 with more nuances, more inflation adjustments, more expiring tax breaks, and more rules to follow. Here are the highlights. To see all the details,READ MORE

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

These days, a high salary doesn’t necessarily guarantee a life of luxury. Even after paying their bills, over one-third of high-income individuals still find themselves living paycheck to paycheck. This is the financial reality for HENRYs — or “High Earners,READ MORE

As financial planners, we run a lot of retirement projections. We tend to assume a long life to account for the financial impact of longevity. Long life in our projections is typically age 96. The idea is that there isREAD 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