Blankinship & Foster LLC Fiduciary Financial Advisors

Blankinship & Foster LLC Fiduciary Financial Advisors We are an independent, fee-only financial/wealth management firm in California. No commissions: We do not accept commissions.

Our commitment to act in our clients’ best interest and not for our own benefit in all of their financial actions and recommendations. This completely changes the way that we approach our business and our clients.

Rick Brooks, B&F Partner and Senior Advisor, has earned the Accredited Estate Planner® (AEP®) designation.This recogniti...
05/20/2026

Rick Brooks, B&F Partner and Senior Advisor, has earned the Accredited Estate Planner® (AEP®) designation.

This recognition highlights Rick’s extensive experience and his commitment to working alongside attorneys, CPAs, and other professionals to support thoughtful estate planning strategies.

Congratulations, Rick!

05/14/2026

Medicare isn’t all free—and for some retirees, it’s far more expensive than expected. Income-related surcharges on Medicare Part B and Part D can add thousands per year. Understanding how Medicare really works is a key part of retirement planning.

Your net worth is more than a number—it’s a snapshot of your financial health.A personal net worth statement helps you s...
05/08/2026

Your net worth is more than a number—it’s a snapshot of your financial health.

A personal net worth statement helps you see where your assets are held, how liquid they are, and how they support your long‑term goals. It’s one of the simplest ways to bring clarity to your financial picture.

Read more: https://www.bfadvisors.com/net-worth-statement-importance/

05/05/2026

Many retirees are surprised to learn that Social Security can be taxable.
The amount depends on something called combined income—not just your benefit. Some retirees pay nothing, while others may owe taxes on up to 85% of their benefits.
That’s why retirement income planning matters. We help make it easier to understand and manage.

Many retirees experience “tax surprises” later in retirement—not because they did anything wrong, but because planning w...
04/07/2026

Many retirees experience “tax surprises” later in retirement—not because they did anything wrong, but because planning wasn’t coordinated early enough.

In this article, we highlight four tax planning priorities retirees may want to consider in 2026, including RMD timing, Medicare premiums, and healthcare planning through HSAs.
A few intentional decisions today can make future years more flexible.
Read more here:
https://www.bfadvisors.com/4-tax-planning-priorities-for-retirees-in-2026/

04/02/2026

Did you know that taking money from your IRA could bump you into a higher tax bracket?

It happens more often than people expect—and it can create a frustrating retirement tax surprise.

Understanding how different retirement accounts are taxed—and planning which accounts to withdraw from—can make a big difference!

03/10/2026

If you’re planning for retirement and caring for aging parents, this video is for you. The aging journey is unpredictable—but preparing doesn’t have to be. In video number two in our five-part series, learn from real stories, real challenges, and real solutions.

03/06/2026

How can you help your adult children financially without putting your own retirement at risk?
In the first video of our Top 5 Retirement Surprises series, we explore how financial support for adult children—whether for a home purchase or career transition—can affect a retirement plan.
Watch the video to see how different scenarios can change the outcome.

Address

420 Stevens Avenue Suite 250
Solana Beach, CA
92075

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18587555166

Website

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