It takes a lot of planning to design a successful retirement strategy. Saving and investing enough to fund a comfortable retirement is critical, but there are other things to consider as well. Your lifestyle, where you’ll live, medical expenses, pension,READ MORE
Author: Jon Beyrer
Jon Beyrer, EA, CFP® is a partner of Blankinship & Foster LLC and is the firm’s Chief Compliance Officer. As a lead advisor, he focuses on helping families achieve their goals with sound wealth planning. In the community, Jon serves on several boards and is co-founder of the Professional Alliance for Children, a legal/financial charity for families of ill children. He has been quoted in The Wall Street Journal, The New York Times, and the Journal of Financial Planning. Jon lives in San Diego with his family.
Many of us watch our parents getting older with some concern. They may be doing fine now, but we know that most older people eventually need some help. The need for help may increase gradually over time, but in manyREAD MORE
Inflation was the big story in 2022, and for 2023 it brings some benefits (increased social security benefits, bigger tax deductions) but also some detriments (higher Medicare surcharges). The SECURE Act 2.0, which was passed at year-end, will have aREAD MORE
The $1.7 trillion-dollar Omnibus Spending Bill just passed by Congress contains provisions that are incredibly significant to retirement planning. So much so that they received their own name: “SECURE Act 2.0.” Here are some of the changes most applicable toREAD MORE
Americans are the most generous humans on the planet. In 2021, we gave nearly five hundred million dollars to about 1.5 million charitable organizations. The charities that received all this money are vital to the many critical programs that ourREAD MORE