At Blankinship & Foster, we believe the more informed you are, the easier it will be for you to achieve the best possible outcome for your situation. Below are a few of our recent blog articles and informational postings. Please use the menu on the right to view blog postings by category or search our site to find information specific to your type of situation.
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Posted October 14, 2014
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
Posted October 1, 2014
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
Posted September 15, 2014
Life insurance is often used for alternative purposes, such as borrowing against it, but there’s a catch. When the cash value bleeds down to nothing, the policy generally needs to be cancelled, and that “tax-free” loan you took becomes a taxable distribution of any earnings on the policy. You’re also out the insurance policy you had planned on.
Posted September 1, 2014
When a person’s need for help with everyday activities goes beyond what family members can provide, it may become necessary to hire a professional caregiver. There are many things to consider in hiring an in-home caregiver for this very importantREAD MORE
Posted August 15, 2014
“I think most clients don’t really think to coordinate with the charity as to how they should be gifting. Most clients will just write a check or drop $50 in the collection jar.” —Rick Brooks, June 17 interview with InvestmentREAD MORE