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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.

As senior family members age, it can be a time of uncertainty. Whether sudden or gradual, changes in the senior’s health can leave the family scrambling to coordinate caregivers, medical treatment and financial matters. A good support team can beREAD MORE

There has been a lot written about Social Security lately, but I was stunned recently by a presentation at the UCSD Economics Roundtable. According to Professor John Shoven of Stanford University (who studies Social Security, aging and retirement), the VASTREAD MORE

Recently I wrote about having a charitable giving plan, and how that can allow people to be strategic about their charitable gifts. As tax rates have been on the rise lately, many people have been looking for ways to reduceREAD MORE

Global stock markets generally fell in the third quarter, although U.S. large company (large cap) stocks bucked the trend with the S&P 500 gaining 1.1%. Smaller company stocks were down 7.4%. Year to date, large cap stocks gained 8.3% versusREAD MORE

Charitable IRA Rollovers (also called Qualified Charitable Distributions, or QCDs), have been allowed by IRS rules off and on since 2006. The most recent extension of the rules expired in 2013, and has not yet been renewed. However, in JulyREAD MORE