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.

The third volley of stimulus has been fired in the U.S. government’s battle against COVID-19. Congress enacted the $2.2 Trillion CARES Act and the $2.3 Trillion Consolidated Appropriations Act in 2020. Now, Congress has enacted the $1.9 Trillion American RescueREAD MORE

Financial planning is all about setting goals and saving the money needed to fund those goals. Yet saving can be challenging, and Americans have historically struggled with the concept. In fact, a 2019 Federal Reserve report found that an alarmingREAD MORE

“The longer I live, the more beautiful life becomes.” – Frank Lloyd Wright Aging can be a sore subject for families. No one likes to think about the prospect of losing their autonomy. As such, parents may not do muchREAD MORE

As COVID-19 carved its destructive path through the economy in 2020, Congress provided stimulus and relief provisions in the CARES Act. As the crisis continued, it was widely acknowledged that a second round of stimulus would be needed, and soon.READ MORE

IRAs are a great way to put money away for the future. The benefits of a traditional IRA include a tax deduction for contributing (if you qualify for one). With a Roth IRA, you cannot take a deduction for contributions,READ MORE

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