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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.

“Can I really stay in this home for my whole retirement?” If you’ve ever had this thought, but put it off for another day, you’re not alone. Many seniors take a “wait and see” approach—simply carrying on in their currentREAD MORE

The stunning announcement by Anthem Blue Cross that 80 million of its customers’ private information was stolen by hackers has a lot of people worried about protecting their identity—and rightfully so. The latest in a string of high profile “megaREAD MORE

In all the hustle and bustle of the holidays, it’s easy to get caught up in the spirit of giving and good cheer—and then to feel some regret when reviewing the credit card statement in January. As the season ofREAD MORE

Year-End Tax Planning 2014 2014 is drawing to a close, but there are still some important moves you can make in year-end tax planning for 2014 that may really help at tax time.   Defer Income and Accelerate Deductions TheREAD MORE

Charitable IRA Rollovers (also called Qualified Charitable Distributions, or QCDs), have been allowed by IRS rules off and on since 2006. The most recent extension of the rules expired in 2013, and has not yet been renewed. However, in JulyREAD MORE

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