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.

It’s been said that the road to success has many turns. When the success we’re seeking is financial independence, the road can be bumpy, and the next turn can take you on a life-altering detour. Getting past uncertainty Managing financesREAD MORE

Interest rates have risen dramatically in the last year. By some measures, interest rates increased faster in 2022 than in any of the previous forty years. As a result, yields on short-term CDs, bonds, and other income vehicles have becomeREAD MORE

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

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

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