The $1.7 trillion-dollar Omnibus Spending Bill just passed by Congress contains provisions that are incredibly significant to retirement planning. So much so that they received their own name: “SECURE Act 2.0.” Here are some of the changes most applicable toREAD 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.
Americans are the most generous humans on the planet. In 2021, we gave nearly five hundred million dollars to about 1.5 million charitable organizations. The charities that received all this money are vital to the many critical programs that ourREAD MORE
A college education is part of the American dream. With a quality education, you can learn skills that provide economic mobility throughout life. On average, the lifetime earnings of bachelor’s degree holders are nearly $1 million higher than high schoolREAD MORE
Sudden wealth event considerations A financial windfall can be a real blessing. Whether it’s from selling a business or real estate, an inheritance, lottery winnings, or a legal settlement, a sudden wealth event can change your life. For those whoREAD MORE
It’s natural to worry about your children’s future, but when you have a special needs child, those worries can be so much bigger. Questions like, “how will I provide for my child if they cannot work?” have a host ofREAD MORE