Over 60 million people rely on Medicare for their health insurance. The services Medicare provides can be confusing to navigate, with their “Alphabet Soup” of programs. Amid the lettered programs is a special and, for some, very costly group ofREAD MORE
Author: Jon Beyrer
Jon Beyrer, 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.
Social Security is a big topic on a lot of our clients’ minds. The rules can be confusing, but the good news is you have a lot of choices that can really help in retirement. 1. Social Security becomes aREAD MORE
In retirement, there are different challenges and opportunities than in the working years. Income decisions, healthcare choices, and tax planning interact in ways that can affect your retirement security. Recent tax laws have introduced new tax planning opportunities for retirees.READ MORE
In 2025, the U.S. tax landscape went through a significant transformation. On July 4th, the sweeping One Big Beautiful Bill Act (OBBBA) was signed into law. OBBBA began as an effort to prevent the sunset of key tax provisions fromREAD MORE
It’s been eight years since a Republican-led Congress approved the Tax Cuts and Jobs Act of 2017 (TCJA), which was at that point the most far-reaching tax legislation since 1986. Since then, we have seen seven major pieces of taxREAD MORE