Blankinship & Foster, LLC Fiduciary Financial Advisors

Blankinship & Foster Recognized as a Top RIA by Financial Advisor Magazine For the third consecutive year, Blankinship & Foster in San Diego, CA has been named one of Financial Advisor Magazine’s Top RIAs for 2024. This honor reflects the firm’s dedication to delivering personalized, fiduciary-driven financial planning and investment management services to clients in Southern California and beyond. For details visit: https://lnkd.in/gT2Ju_kc #minimuminvestment #networthadvisor #fiduciaryfinancialadvisor?

As parents age, many adult children find themselves stepping into a new and sometimes challenging role: managing their parents' finances. This process is rarely straightforward—legal documentation, organizing financial information, communicating with siblings and respecting your parents' independence all play a part. In our latest article, we explore the key steps and challenges of taking over your parents' finances…?https://lnkd.in/gTARZ-ay #retirementplanning #financialadvisors #investmentstrategies

End-of-Year Tax Planning Strategies – residing in a high-tax state like California shouldn’t hold you back from achieving your financial goals. As the year draws to a close, now is the time to take decisive action to minimize your tax burden and build lasting wealth. ? Maximize Your Retirement Savings ? Leverage Backdoor Roth Strategies ? Optimize Charitable Giving ? Max Out Your HSA Contributions Learn More Visit: ?https://lnkd.in/gUe_sPJb #financialadvisors #diversifymyportfolio #longterminvestments

The Q3 2024 Investment Review by Blankinship & Foster discusses key economic trends, including GDP growth, inflation deceleration and Federal Reserve rate cuts. The report highlights strong stock market performance, rising corporate earnings, and opportunities for diversification in global markets. It also covers the impact of falling interest rates on bonds and real estate, while noting potential risks such as geopolitical instability and stock market volatility. Read the full report now and take control of your financial future: https://lnkd.in/gwZEgA2H #diversifymyportfolio #invetmentstrategy #longterminvestments #taxefficientinvestments

Explore Roth conversions, charitable giving and tax-efficient investments to keep more of your hard-earned money. Contact Blankinship & Foster to create a personalized, integrated retirement plan that helps you enjoy a comfortable and tax-efficient retirement in beautiful San Diego.? https://lnkd.in/gF4m7Gv8 #fiduciary #investmentservices #financialadvisors #investmentportfolio

Physicians managing medical school debt can approach it through three strategies: focus on rapid debt reduction, prioritize investing for higher returns, or take a balanced approach combining both. Key factors to consider include interest rates, income stability, career stage and personal risk tolerance. Additional options like loan refinancing, income-driven repayment and tax considerations can further optimize financial outcomes. For Details Visit: https://lnkd.in/ga5NaAgu #financialadvisorssandiego #fiduciaryadvisor #balancedebt

?? Jack Blankinship and Charles Foster were united by their shared dedication to delivering the highest level of service to their clients and advancing the profession of personal financial advice and planning. ? We are grateful for their pioneering efforts and are proud to continue building on their legacy today!

While group disability insurance is a valuable benefit and can provide a solid foundation of protection, it’s important to evaluate whether it’s enough for your specific needs. For some individuals, group disability insurance provides adequate coverage. If you’re relatively young, healthy, and single, you might find that the coverage meets your needs. This type of insurance is often straightforward, with relatively simple terms and benefits that can fit neatly into a basic financial safety net. However, the situation can be quite different if you have specific needs or circumstances. For example, if your job is particularly risky or you have a pre-existing health condition, the limitations of group disability insurance might leave gaps in your coverage. Similarly, if you have a family to support or significant financial obligations, you might need additional protection. Group plans often have limits on benefit amounts and duration, and these limits can be restrictive depending on your lifestyle and family needs. For Full Article by our Teresa Kakadelas, CFP?, CDFA? Visit:? https://lnkd.in/gcdhaXQv

Blankinship & Foster has been recognized by Worth as a leading wealth management advisor, highlighting its client-focused service and industry expertise. This distinction emphasizes the firm's commitment to helping clients achieve their financial goals with transparency and integrity. For the full article visit: https://lnkd.in/g_XJ28ic

As the US government strengthens rules to protect investors, understanding fiduciary standards becomes crucial. Learn how these changes impact your financial future and why working with a true fiduciary matters. Watch Senior Financial Advisor Frederick Brooks, CFA, CFP explain... https://lnkd.in/gpnJ4gaZ #investingadvice #FiduciaryAdvisors #USMoneyManagement