Jim Blankenship

Financial Services
Contributor's Links: Blankenship Financial Getting Your Financial Ducks In A Row

Through intensive study, Jim has become an expert in working with IRAs and other retirement plans.  In addition, Jim has taken the extra steps to become an Enrolled Agent, which means that he is enrolled to practice before the IRS.  Adding to these specialties, Jim is an expert in ... more

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Why We Include Real Estate In Investment Portfolios
Tuesday, February 19, 2019 4:08 AM EST
REITs are like a mutual fund of real estate holdings, primarily commercial real estate holdings.
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Problems And (Proposed) Solutions For 401k Plan
Tuesday, January 22, 2019 4:19 AM EST
The 401k plan has been under a great deal of scrutiny lately, with quite a few proposals being offered to “fix” the system.
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The Equity-Indexed Annuity
Monday, January 14, 2019 4:18 PM EST
If you’re anywhere near retirement age, or if you’re in retirement, chances are you’ve had an Equity-Indexed Annuity (EIA) pitched to you.
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Roth IRA Conversion Strategy – Fill Out The Bracket
Wednesday, December 26, 2018 8:57 PM EST
One strategy to consider as you think about making Roth IRA conversions is the idea of “fill out the bracket”.
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2018 Form 1040: Say Hello To My Little Friend
Sunday, December 16, 2018 2:04 AM EST
The long-awaited 2018 Form 1040 has been finalized by the IRS. Here is what's different...
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IRAs And Blended Families
Tuesday, December 4, 2018 12:56 PM EST
In today’s society, the historically “traditional” family is becoming less and less commonplace apparently as many as 50% of all children under age 13 are currently living with one biological parent.
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Latest Posts
Don’t Forget The Saver’s Credit On Your Tax Return
Did you realize that there is a saver’s credit available to you for your contributions to retirement plans? There are income limits, but this type of credit can be exactly what you need to get you started on your retirement savings activities.
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Work Experience

Owner
Blankenship Financial Planning, Ltd.
January 2003 - Present (16 years 4 months)

Financial advisory service, providing advice on all facets of individual and small business finances. Compensated on an hourly or project basis, much like an attorney. As a result, there are no minimums in terms of net worth or salary in order to work with me. This can also assure you will have "no doubts" when working with me - you pay only for objective advice, not investment or insurance products.

Education

Eureka College
B.S.
1981 / 1985
Computer Science

Publications