Do your retirement goals include a change of scenery? If you plan to relocate in retirement, different tax rules could impact your Social Security Income benefits. Learn what you should consider before you move. https://lnkd.in/ekZ2hnZt #TaxPlanning #SocialSecurity #RetirementPlanning #RetirementIncome
Blankinship & Foster, LLC Fiduciary Financial Advisors
投资管理
Solana Beach,CA 915 位关注者
Clarity, confidence and direction for your financial future.
关于我们
Blankinship & Foster, LLC is an independent, fee only family wealth advisory firm. The firm's national reputation for excellence is based on our long-term commitment to the #financialplanning process, the financial planning profession, and responsible #investmentmanagement. We are dedicated to upholding the highest standards of objectivity and ethical behavior. Blankinship & Foster was founded in 1989 as a general partnership and was reorganized as a California Limited Liability Company (LLC) in 2007. Its predecessor firm began serving clients in 1974 as Blankinship & Associates. We are #fiduciaries, holding our clients' interests above our own.
- 网站
-
https://www.bfadvisors.com
Blankinship & Foster, LLC Fiduciary Financial Advisors的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Solana Beach,CA
- 类型
- 私人持股
- 领域
- Investment Management、Financial Planning、Wealth Management、Retirement Planning、fee-only financial advisor 、fiduciary in San Diego、financial advisors、financial planning for physicians、financial planning for doctors和early retirement planning
地点
-
主要
420 Stevens Avenue
Suite 250
US,CA,Solana Beach,92075
Blankinship & Foster, LLC Fiduciary Financial Advisors员工
-
Frederick Brooks, CFA, CFP
Investment and financial planning advice for physicians and successful professionals
-
Brett L.
Financial Cicerone
-
Jon Beyrer CFP(r)
Senior Financial Advisor and Partner at Blankinship & Foster, LLC
-
Alina Stromberg, M.A.
Director Of Operations at Blankinship & Foster, LLC
动态
-
As a high earner, effective tax planning can help reduce your tax burden and keep more of what you earn. Explore tax-loss harvesting, charitable giving, and other key strategies in our blog post: https://lnkd.in/ezbd8Gjk #TaxPlanning #HighIncomeEarners #WealthManagement #RetirementPlanning
-
-
Doctors often juggle high incomes and significant student loan debt, creating unique challenges when managing their money. Explore key wealth-building strategies to help you gain financial security and live on your terms. https://lnkd.in/ePrHa9dn #Retirement #RetirementPlanning #FinancialPlanningForDoctors #FinancialPlanning #InvestmentManagement #WealthManagement
-
-
Whether due to changes in patient volume or switching where you practice, income fluctuations are a common challenge if you’re a physician, but there are ways to navigate them. From proactive budgeting to diversifying your income, learn how to mitigate income volatility: https://lnkd.in/ee4H9ahc #FinancialPlanning #Physicians #InvestmentManagement #HighIncomeEarners #PhysicianWealth
-
-
Using digital platforms is commonplace these days, offering convenience but also some risks. Online safety matters to everyone — share our security tips with a friend to help them protect their financial information while paying bills or shopping online: https://lnkd.in/eAnJe_U4 #Cybersecurity #OnlineSafety #DataProtection
-
-
What does the recent WEP/GPO repeal mean for your retirement? If you’ve worked in both the public and private sector, read our blog post to learn how this newly passed legislation could affect your Social Security payments: https://lnkd.in/eXfyafJD #WEPGPORepeal #RetirementPlanning #Retirees #SocialSecurity
-
-
As we step into 2025, uncertainty in economic policy, evolving global dynamics and market volatility present both challenges and opportunities. These factors emphasize the need for a well-diversified portfolio designed to weather risks and capitalize on growth potential. See what our top advisors say about Q4… https://lnkd.in/gdumvUqR At Blankinship & Foster, we’re here to help you navigate these complexities with confidence. Whether it’s leveraging attractive bond yields, exploring undervalued international markets, or adjusting to policy-driven shifts, we are committed to guiding you toward financial success. #longterminvestmentplanning?#diversifymyportfolio #Californiainvesting
-
-
2025 Tax Update: Key Changes for the Year Ahead As we enter 2025, significant updates in tax laws, retirement planning, and financial strategies are here to navigate. From inflation-indexed tax brackets to expanded retirement plan contribution limits, staying informed is essential for effective planning. Navigating these changes can be complex. That’s where we come in. At Blankinship & Foster, we specialize in helping clients maximize their financial strategies and secure their future. ?? Explore the full details in our blog. https://lnkd.in/g3mgNUvG #sandiegoadvisors #fiduciaryservices #2025taxchanges #keyfinancialdata
-
-
?? Financial Planning Tips for Doctors in San Diego: Part Two! ?? As a medical professional in San Diego, you're likely balancing the high costs of living with your demanding career. We review actionable financial planning strategies tailored for Medical Professionals. Discover how to: ?? Navigate the unique financial challenges in San Diego ?? Maximize your earnings while managing debt ?? Plan for the future without sacrificing your lifestyle ?? Check out the full article now https://lnkd.in/gT4nYZVi #FinancialPlanning?#DoctorsFinance #SanDiegoLife
-
-
Earlier this month, the team at Blankinship & Foster had the privilege of volunteering at the Encinitas Community Resource Center (CRC). We spent time cleaning and organizing their food pantry, which provides essential food and supplies to local families in need. Our team worked together sweeping, mopping, washing windows, restocking and reorganizing, ensuring the pantry was ready to serve those who rely on it. It was a rewarding experience, and we’re proud to support the CRC’s important mission, which also includes housing assistance, case management, and support for victims of domestic violence. Giving back to our community is something we’re passionate about, and we look forward to more opportunities to make a difference! #CommunityService #Volunteering #Encinitas #GivingBack #Teamwork
-
-
-
-
-
+1
-