Blankinship & Foster, LLC Fiduciary Financial Advisors

Financial Planning for Doctors in San Diego: Navigating High Costs As a doctor in San Diego, the high cost of living and professional expenses can impact your financial health. Effective financial planning is critical in managing student loans, family costs and long-term wealth building. In our latest blog, we provide tailored strategies to help doctors navigate these challenges and secure their financial futures. 📈 🔗 Read the full article... https://lnkd.in/gtS5vBnB #financialplanningfirm #InvestmentAdvisors

🛠️ When Should You File a Homeowners Insurance Claim? 🏡 Not every incident warrants filing a claim—knowing when to act can save you money and preserve your policy benefits. From understanding your deductible to weighing potential premium increases, making informed decisions is key. Read our blog by Frederick Brooks, CFA, CFP. Protect your home and your wallet! ➡️https://lnkd.in/gTXAmRNs #financialadvisorssandiego #SavingStrategies #InvestmentOpportunities

🎉 Celebrating 50 years of serving our community! This year’s Living Wisely event brought an incredible wealth of information to our attendees. As part of our commitment to you, we’re making all event recaps and handouts available online!  Here’s to many more years of supporting our clients' retirement dreams: https://lnkd.in/gtG7s9ew #LivingWisely #Retirement #RetirementLiving #RetirementOptions #FinancialAdvising 

🍂🦃 Happy Thanksgiving from all of us at Blankinship & Foster! 🦃🍂 This Thanksgiving, we are filled with gratitude for our amazing clients, dedicated team and the wonderful communities we serve. May your day be filled with family, friends and all the pie you can eat 🥧✨. Here’s to creating cherished memories and counting our blessings together. Wishing you a warm and joyful Thanksgiving! 🍁💛

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