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 December, and the holiday season is upon us once more. It can be a busy time of the year, and the remaining days of 2017 can go by in a flash. There is a lot of uncertainty about taxREAD MORE

In the wake of the Equifax data breach, many consumers have been scrambling for ways to protect their financial accounts from identity thieves. Here are some security measures and technology features to help protect your investment accounts. Secure Your OnlineREAD MORE

It’s been said that owning a home is realizing the American Dream. But what most homeowners really dream about is the day their mortgage is finally paid off! The financial benefits of not having a mortgage in retirement are hardREAD MORE

One of the best things about retirement is freedom. Without the shackles of work weighing you down, you can choose how to spend your day, and where you’ll spend it. One of those freedoms is where to live. But despiteREAD MORE

A happy, healthy retirement can last many years, and if you’re like most retirees, you want to live self-sufficiently in your own home for as many of those years as possible. As time goes on, keeping up with daily choresREAD MORE