Among the many decisions to consider in retirement planning, one of the biggest is where you will call home. For many retirees, the answer has been to leave the U.S. and settle in a different country. Lured by a lowerREAD 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.
We love our teen and young adult children dearly. But financially speaking, they can be more of a liability than an asset. We know that part of their growth is to learn that their actions have consequences. Sometimes, those consequencesREAD MORE
Five years before retirement is a prime time to sharpen your retirement planning. If you don’t have clear retirement goals, or if you’ve fallen behind on some of them, there are measures you can take to get caught up. ThingsREAD MORE
One of the big changes that happens in retirement is with taxes. Not only in the amount of taxes you pay, but also how you will pay them. In planning for retirement taxes, it is important to factor in thoseREAD MORE
Planning for the Decumulation Phase of life Among life’s big transitions, the change from working to retirement is one of the biggest. Retirement can bring changes in your lifestyle, your social connections, your day-to day activities. For many, the mostREAD MORE