Financial Services

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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Splitting Inherited IRAs
In the case of an inherited IRA, splitting it often is desirable in order to better accommodate a distribution plan after the primary owner dies.
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Why We Include Real Estate In Investment Portfolios
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
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
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
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
The long-awaited 2018 Form 1040 has been finalized by the IRS. Here is what's different...
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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.

Work Experience

Owner
Blankenship Financial Planning, Ltd.
January 2003 - Present (16 years 6 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